Request – 3 Key Reasons to Avoid DIY Financial Planning
In this paper we share three ways you can gauge the value of financial advice you get from working with a professional, credentialed financial advisor versus trying to achieve financial security on your own.
- We’ll review studies that quantified the actual value of financial advice across an entire industry.
- We’ll look at 11 behavior tendencies of investors so you can avoid these for yourself.
- We’ll look at seven comprehensive financial planning techniques that could save many thousands over your lifetime.