Building A Financial Fantasy Team: The Key Roles Involved
Manage episode 440624921 series 3597894
Let's talk about your fantasy team! Discover how to assemble the perfect team of experts to help you achieve your financial goals. Whether you're a beginner or a seasoned investor, having the right support system is essential. Learn about the key roles to consider, how to find the best professionals, and why a strong financial team can make a significant difference in your financial future.
The information contained herein is intended to be used for educational purposes only and is not exhaustive. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but are intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax or financial advice. Please consult a legal, tax or financial professional for information specific to your individual situation. This work is powered by Concenture Wealth Management. Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC.- Securities offered through Sanctuary Securities, Inc., Member FINRA, SIPC. – Advisory services offered through Sanctuary Advisors, LLC., an SEC Registered Investment Advisor. – Concenture Wealth Management is a DBA of Sanctuary Securities, Inc. and Sanctuary Advisors, LLC.
82 episodes