Your Wealth, Your Legacy

EP 2: Do You Need a Financial Advisor?


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As life progresses and wealth grows, people often find themselves asking whether they should hire a financial advisor and if so, at what point should they take that step. In this episode, we discuss our perspective on how to determine whether it makes sense for you to "Do It Yourself" or whether you should hire a financial advisor. We discuss how this decision is dependent on your capability, time, and desire and what the real commitment is in order to manage your wealth well. Evaluating these factors in light of your specific situation will help you decide what is best for your family. Thanks for listening! We hope you enjoy this episode!

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Your Wealth, Your LegacyBy Prairiewood Wealth Management