Show notes
In this episode of Blue Money, the guys are breaking down all the reasons why a person should have a financial advisor. These aren’t just Kevin & Jim’s opinions - they have the numbers to back it up. You may be surprised to hear the difference between people who use a financial advisor and people who choose not to - the stats alone should be enough for you to make an appointment with an advisor, if you haven’t already.Most people don’t realize all the benefits financial planners offer, so Jim & Kevin list off the services they offer. They aren’t just suggesting you to consult a financial advisor, they’re taking it a step further by helping you find the right advisor for you. The guys wrap up this episode with some advice everyone needs to hear.ARTICLEShttps://www.fidelity.com/viewpoints/investing-ideas/financial-advisor-costhttps://www.vanguard.ca/documents/advisors-alpha-infographic.pdfTo contact Lt. Jim Donnelly: [email protected]To contact Kevin McGarry: [email protected]For a free financial assessment, or for more information visit valleyfinancial.com


