Join us as Laura and Jeremiah Lee discuss the critical moments when individuals should consider hiring a financial advisor. They explore the complexities of financial situations, the importance of having a financial team, and the need for holistic financial planning. The discussion emphasizes the value of having a trusted advisor to navigate major financial decisions and support clients through various life stages, ensuring that their financial plans align with their goals and needs.

Key Takeaways:

It's essential to recognize when your financial situation becomes complex.

Hiring a financial advisor can provide clarity and support during significant life changes.

A financial advisor acts as a partner in navigating financial decisions.
Understanding the difference between various financial advisors is crucial.

Holistic financial planning considers all aspects of a client's life.

Diversification is key to managing financial risk effectively.

Clients should feel supported and not alone in their financial journey.

The relationship with a financial advisor should be ongoing and personal.

It's important to prepare your spouse for financial management in case of unforeseen events.

Financial advisors can help clients make informed decisions about their investments.

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Reach out at contact@tricordadvisors.com

Connect with Jeremiah:

LinkedIn: / jeremiahjlee
Email: Jeremiah@tricordadvisors.com

Connect with Laura:

LinkedIn: / laura-lee-59a83610
Email: Laura@tricordadv.com

Connect with Randy:

LinkedIn: / rkbarkley
Email: Randy@tricordadv.com



Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.