• In Search of a Financial Professional

  • Jul 19 2024
  • Length: 54 mins
  • Podcast

In Search of a Financial Professional

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  • Summary

  • 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 Services

    See omnystudio.com/listener for privacy information.
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Leadership Economics Personal Finance Personal Success
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