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.
Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.
Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.