Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)

Financial Planners: Do I Need One?

You may be considering hiring a financial planner but you aren’t sure you really need one. Is a financial planner a tool everyone needs to utilize? There are six times you should definitely hire a financial planner and three times that you should not. Regardless you will need to research your planner to make sure he is experienced and qualified to help with your situation.

Key Takeaways:

  • Most people in this stage of life could at least benefit from a one-time consultation with a financial planner who specializes in retirement planning.
  • A good financial planner will help you navigate and prioritize all of these responsibilities so that you can create a secure and enjoyable life for your family both today and in the future.
  • If you’re a high earner, you may have the ability to save a lot of money but not know the right way to prioritize things and take advantage of the various tax breaks available to you.

“The XY Planning Network would be a good place to look for a financial planner focused on people in this stage of life.”

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