Are Financial Advisors Worth It? Why You Need a Financial Planning Team

Is hiring a financial advisor actually worth the fee? Learn about the positives and negatives of working with a financial advisor.

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Video Chapters:
01:07 – Core Question: Are financial advisors actually worth the fee?
06:36 – Fiduciary vs. Commission Broker: Spotting the red flags.
09:48 – Is my advisor doing full-service planning or just managing investments?
13:16 – How does pulling $100,000 from my traditional IRA trigger a massive tax bill?
16:35 – What questions should I expect my financial advisor to ask me?
21:45 – Reaction Video: 3 things I wish I knew before hiring a financial advisor.

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Investment advisory services offered through Modern Wealth Management, LLC, a registered investment adviser.

The views expressed represent the opinion of Modern Wealth Management, a Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.

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