What is it worth? The Value of an advisor

What is it worth? – How does one put a value on collaborating with a good financial

advisor? Chris Boyd and Jeff Perry explore this question and more. Chris and Jeff begin

the conversation by outlining the various roles of a financial advisor. Chris explains the

importance of working with a Fiduciary. Jeff suggests a 3-question test before selecting

the right financial advisor. A wide range of topics are discussed including making the

decision when to retire, claiming social security, asset allocation, risk tolerance, estate

planning, tax planning, Roth conversions, retirement cash-flow projections, stress testing

a plan, and avoiding financial mistakes.

For more information or to reach Chris Boyd or Jeff Perry, click the below link:



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