Episode 130 – What Does a Financial Advisor Actually Do All Year?

Financial planning should be more than an annual meeting or a conversation about investments. In this episode, Jeremiah and Laura explore what an ongoing relationship with a financial advisor can look like and why the work between major financial decisions matters. From preparing for what is ahead to having someone who already understands your bigger picture, a strong advisory relationship is built over time. Because when life changes or an opportunity comes your way, the question becomes: Who do you want in your corner? ---         Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.