Being Smart with $$ -- Hourly Advisers Can Help You Manage Your Own $$

Most people manage their own money according to CNBC/Acorns/SurveyMonkey with no help from a professional or online tools.  I understand the hesitance when many advisers want to take $5,000 from your half million dollar portfolio every year or sell you some suspect financial product.  But what if you could self manage your portfolio but still get advice?  That’s one of the great benefits of working with an hourly adviser.  Many of my clients love maintaining control over their money but having someone who can answer their questions and keep them out of trouble.  Most people realize the benefits of getting financial advice from a professional are greater than they expected but that doesn’t mean they want to be “sold” something or pay exorbitant fees.

https://www.cnbc.com/2019/04/01/when-it-comes-to-their-financial-future-most-americans-are-winging-it.html

Larry Pike, CFA

Client Priority Financial Advisors LLC
www.clientpriority.com
Blog: clientpriority.blogspot.com