Compelling Reasons you Need a Financial Advisor

Compelling Reasons You Need a Financial Advisor
This week, Jeff Perry sits in for Chris Boyd and is joined by co-host Russ Ball, both part of the AMR
team at Wealth Enhancement Group. Inspired by Christine Benz's Morningstar article, "Why I Have a
Financial Planner," Jeff shares his personal journey from DIY financial planning to becoming a client and eventually a team member of the AMR Team. Together, Jeff and Russ explore the value of getting a second opinion on major financial decisions, the importance of stress-testing your retirement plan, and the different compensation models in the financial advisory world. They also offer practical advice on how to evaluate a financial advisor, including the three essential questions every investor should ask. Whether you are managing your own finances or considering professional guidance, this episode offers insights that could help you uncover blind spots and make more confident decisions about your financial future.

#FinancialPlanning #WealthManagement #JeffPerry #RussBall #ChristineBenz #FinancialPlan
#ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance #FinancialAdvisor

To read Christine Benz' article, click the link below:
https://www.morningstar.com/personal-finance/why-i-have-financial-planner

For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr