In Search of a Financial Professional episode artwork

EPISODE · Jul 19, 2024 · 53 MIN

In Search of a Financial Professional

from Your Powerful Legacy Radio with Kristina Ping · host Kristina Ping

Kristina discusses how to find the right financial advisor.  She emphasizes the importance of working with a professional who will look out for your best interests and help you create a comprehensive financial plan.  She also highlights the need for tax planning, income planning, estate planning, healthcare planning, and investment management in a retirement plan.  Kristina advises against working with advisors who push one product and encourages listeners to trust their gut and ask important questions when choosing an advisor. Reach Kristina at 844-823-6387. Powerful Legacy Insurance and Financial ServicesSee omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Jul 19, 2024

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In Search of a Financial Professional

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This episode was published on July 19, 2024.

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