Wealth Management & Financial Planning

Wealth Management & Financial Planning

Giving Up The DIY Approach To Investing

Consider This Program with Joe Clark, CFP and Adam Harter, CFA. In this segment we will cover:

There are things we do because we want to; things we do because we have to; and things we do because we think we are supposed to. Not everyone is expected to be able to rewire a house (though some clearly can) or replace an engine in a car (though some clearly can.) There is a belief by some people – usually males – that we are supposed to be able to care for our own finances. At one point in history, this might have been practical. There is peace in having expert process and clarity – especially when the cost is offset by the benefit.

Schedule your complimentary Next Steps meeting today! www.yourlifeafterwork.com 800-928-4001

Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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