How to invest with a financial advisor: DON'T... here's why (paid content)
Welcome to the +517 subscribers who joined this past week and are now part of 8,402 millionaires, CEO’s and high-performing entrepreneurs who read the #1 financial newsletter on Substack.
If you’re not subscribed to The Profit Zone, you’re missing out.
Click below to join and make sure every issue is sent right to your inbox on Monday mornings.
The Profit Zone is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Tweet of the Week
What is a financial advisor?
We’ve all heard the term financial advisor, but what exactly is their job?
A financial advisor is your planning partner. Someone who sits down with you and hopefully puts forth the best plan of action to help you reach your own financial goals. They will take into account your income, current level of experience, your financial dependents and help you formulate a strategic plan to get to where you want to go.
Financial advisors can also be educators. Meaning they will help you understand the process and what may be involved in you reaching your goals. These topics can include budgeting, saving and investing, or any financial topics you may have a difficult time understanding. They can also aid in helping you understand how taxes and insurance work in your region.
Some of the goals financial advisors can help you with:
Saving for college
First home purchase
And much more.