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How Do You Choose the Right Financial Advisor?

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Manage episode 407412118 series 3561362
Content provided by Impact Partnership and Corey Hodges. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Corey Hodges or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

How do you choose the right financial advisor for your specific needs? When you start googling, you’ll find lots of different titles:

• Investment Advisor

• Financial Planner

• CFP (Certified Financial Planner)

• Wealth Manager

• Broker

What should people look for when starting down this path?

Then, find out why the 5 years BEFORE you retire and the first 5 years OF retirement ARE CRUCIAL to your success in retirement!

Meet with Corey for your customized Discovery Visit and begin the process of creating an income plan for LIFE!

See omnystudio.com/listener for privacy information.

  continue reading

17 episodes

Artwork
iconShare
 
Manage episode 407412118 series 3561362
Content provided by Impact Partnership and Corey Hodges. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Corey Hodges or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

How do you choose the right financial advisor for your specific needs? When you start googling, you’ll find lots of different titles:

• Investment Advisor

• Financial Planner

• CFP (Certified Financial Planner)

• Wealth Manager

• Broker

What should people look for when starting down this path?

Then, find out why the 5 years BEFORE you retire and the first 5 years OF retirement ARE CRUCIAL to your success in retirement!

Meet with Corey for your customized Discovery Visit and begin the process of creating an income plan for LIFE!

See omnystudio.com/listener for privacy information.

  continue reading

17 episodes

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