Joe Dowdall, CFP®, RICP®, CRPC®, CCFC’s Post

🚧 If you’ve been exploring financial advisors, you might come across terms that are unfamiliar to you. One important term to focus on is “fee-only.” 👉 In this brief video, we clarify everything you need to understand about fee-only financial advisors and wealth managers—and the many benefits of working with a CFP® professional.

What Is a Financial Advisor and What Do They Do?

The Role of a Financial Advisor This week we discuss the role of a financial advisor. Whether you're planning for retirement, saving for a big purchase, or just trying to manage your everyday expenses, a financial advisor can be your guiding light. Click the link below to watch now and hit that subscribe button for more thought-provoking content! Bovest Wealth Management is an Authorized Financial Services Provider (FSP: 35064) #FinancialPlanning #PlanAhead #MoneyMatters #wealthmanagement Ruvan J Grobler, RFP™ Francois Le Clus Geo Botha CFP PJ Botha

Are you worried that someone you care about doesn’t have a financial plan? Our article explores why referring them to Oak Capital Private Wealth can help.

Are you worried that someone you care about doesn’t have a financial plan? Our article explores why referring them to Oak Capital Private Wealth can help.

16 Important Questions To Ask Your Financial Advisor…

What is the difference between a fiduciary and a financial advisor? This Forbes article shares the distinctions between the two and provides considerations to help you decide what professional is the best fit for your needs.  

Here is why it's important to get financial advice from accredited professionals instead of online gurus.

Here is why it's important to get financial advice from accredited professionals instead of online gurus.

Here is why it's important to get financial advice from accredited professionals instead of online gurus.