Are You Ready for a Financial Advisor? Signs, Triggers, and What to Expect
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Do you even need a financial advisor? If yes, how do you know when to start looking for one?
In this episode of the Last Paycheck Podcast, CFP Professional Archie Hoxton and financial advisor Jimmy Such dive deep into the signs that you might be ready to work with a financial advisor.
Your financial needs will evolve, and today Archie and Jimmy discuss some of the more complex times in your life that will signal that yes, you may need a professional to help you remain successful. From getting started in your career to grappling with complex life transitions like retirement, estate planning, or navigating special financial circumstances, a financial planner may be a time and anxiety-saving solution that you've been looking for.
Whether you're growing your wealth, facing big decisions, or just starting to wonder what a financial advisor can offer, this episode offers clarity on your next steps.
Are you already working with a financial advisor? What made you sign up? Tell us in the comments.
☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com
🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/last-paycheck-consultation
Get their book!
Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/
This episode on YouTube: https://youtu.be/zd_jY-wjBQQ
Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it's excitement, anxiety, or anything in between, this show is for you.
Visit: http://www.thelastpaycheck.com
Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.