Episode #199: What Are The Risks Of Not Using A Financial Advisor


 

Managing your own money can be an emotional task, and volatile markets may trigger rash decisions. Not to mention, keeping up with market regulations and day-to-day changes can take valuable time away from what’s really important to you. Having a financial advisor in your corner can function as a support system to guide you through important decisions carefully.

In this episode of Money Script Monday, Tim reveals the benefits of having an expert on your team with the right tools, experience, and resources to help navigate financial waters.

Resources Provided for This Episode


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The information here is presented by licensed professionals and not specific to any individual's personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstance. These videos are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable. The information presented may change at any time and without notice.
Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal any historical performance. Discussion of any specific stocks are based on objective, non-performance criteria and such discussion neither serves as a recommendation nor as the receipt of, or a substitute for, personalized advice. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).
S&P 500 is an unmanaged index of the shares of 500 widely held, predominantly large capitalization, U.S. exchange-listed common stocks. The index results neither include dividends reinvested nor reflect fees and expenses. Investors cannot invest in any index directly.

About Tim Devlin

Tim Devlin is a Junior Investment Associate at LifePro Asset Management. He works with financial professionals to create financial plans that identify their goals and implements strategies to help achieve them.