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Why Should You Hire a Financial Advisor- Episode 133

The question is pretty straightforward: Do I need to use the services of a financial advisor, or can I simply manage my investments, my retirement income, and my taxes by myself?

The answer, though, is not readily apparent.  A financial advisor can help a person with a little, with some, or with all of their financial needs, depending on what each individual requires.  As we so often say, everyone’s situation is different.

On this week’s episode of Managing Your Financial Future, podcast host Johnny Dean speaks with Chris Lloyd, CFP®, ChFC from the Lucia Capital Group office in Scottsdale, AZ about what important questions you need to ask yourself when considering whether or not a financial advisor may make sense for you.

Important Information:

Chris Lloyd is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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