Episode 15 - Why You Need A Financial Advisor

In this episode of Blue Money, the guys are breaking down all the reasons why a person should have a financial advisor. These aren’t just Kevin & Jim’s opinions - they have the numbers to back it up. You may be surprised to hear the difference between people who use a financial advisor and people who choose not to - the stats alone should be enough for you to make an appointment with an advisor, if you haven’t already. Most people don’t realize all the benefits financial planners offer, so Jim & Kevin list off the services they offer. They aren’t just suggesting you to consult a financial advisor, they’re taking it a step further by helping you find the right advisor for you. The guys wrap up this episode with some advice everyone needs to hear. ARTICLES https://www.fidelity.com/viewpoints/investing-ideas/financial-advisor-cost https://www.vanguard.ca/documents/advisors-alpha-infographic.pdf To contact Lt. Jim Donnelly: [email protected] To contact Kevin McGarry: [email protected] For a free financial assessment, or for more information visit valleyfinancial.com