What Financial Advisors Wish Every Investor Knew
Imagine you could read your financial advisor’s mind before you even walked through the door for the first time. What would they want you to know? In this episode, we bring you the game-changing insights financial pros wish every saver and investor understood.
From building a portfolio with an understanding of real risks to discerning the motivations behind financial advice, Desmond will explain why these are so important for your financial success. Learn why transparency is crucial, the importance of independent financial advice, and why financial planning is essential for everyone, regardless of wealth. We think this show will give you a deeper understanding of our process and how to navigate your financial future.
Here’s some of what we cover in this episode:
- Why most people don’t know the real risk in their portfolio because they’re focused on upside potential.
- What’s the motivation behind the information you’re reading and hearing about finances.
- Well-known national companies aren’t automatically a better option to help you plan.
- Financial planning goes well beyond picking investments.
- You don’t need to be uber wealthy to need a retirement plan.
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Securities and Advisory Services Offered Through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor. CLC Financial Services and CreativeOne Securities, LLC are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.