Today we're focusing on what it's like to be our client. We'll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you. What we discuss in this episode: 0:33 – Evolving relationship 4:13 – Sharing life 5:02 – Checking in 6:30 – Out of the norm 8:40 – Memorable victories Get additional financial resources: <a href= "https://maestrowealth.com/how-money-works-podcast/">https://maestrowealth.com/how-money-works-podcast/</a>

Today we're focusing on what it's like to be our client. We'll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you. What we discuss in this episode: 0:33 – Evolving relationship 4:13 – Sharing life 5:02 – Checking in 6:30 – Out of the norm 8:40 – Memorable victories Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

Today we're focusing on what it's like to be our client. We'll explain how the relationship between a client and financial advisor evolves and how having an advisor can be beneficial for you. What we discuss in this episode: 0:33 – Evolving relationship 4:13 – Sharing life 5:02 – Checking in 6:30 – Out of the norm 8:40 – Memorable victories Get additional financial resources: <a href="https://maestrowealth.com/how-money-works-podcast/" rel="noopener noreferrer">https://maestrowealth.com/how-money-works-podcast/</a>

Ep 49: What it's Like to Be Our Client

Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works.

If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services(SM), Member FINRA, SIPC.  Investment advisory services offered through Avantax Advisory Services(SM).  Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc.  All other insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management(SM) does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state

This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative.  This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management(SM) or its subsidiaries.  Avantax Wealth Management(SM) is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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Husband and wife team, Craig and Jennifer Moser of Maestro Wealth Advisors discuss crucial tips for planning your successful retirement. Listen for valuable insight from professionals with unique insight and perspective on How Money Works. If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, https://maestrowealth.com Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services(SM), Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services(SM). Fixed life insurance and annuity products offered through Maestro Insurance Services, Inc. All other insurance services offered through an Avantax affiliated insurance agency. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management(SM) does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management(SM) or its subsidiaries. Avantax Wealth Management(SM) is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

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Ep 49: What it's Like to Be Our Client

Ep 49: What it's Like to Be Our Client

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