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Register for the next online workshop with Dean Kendall and learn how to stop being BAMBOOZLED by your Financial Advisor and Wealth Management and Financial Services firms. THIS IS ADVICE YOU WILL NEVER GET FROM YOUR BANK, FINANCIAL ADVISOR, INVESTMENT FIRM, OR WEALTH MANAGEMENT FIRM BECAUSE THEY ARE THE ONES HIDING THE FEES FROM YOU!⠀⠀⠀ ⠀⠀⠀ Big brand-name financial institutions you have grown to trust charge HUGE HIDDEN FEES…AND IT’S LEGAL. Trusting big brand name institutions and investment managers is classic herding behaviour, creating overconfidence and bad decisions. This problem will NOT fix itself! LEARN HOW TO SAVE THOUSANDS OF DOLLARS EVERY YEAR!⠀⠀ Register today at the link below! https://lnkd.in/gE2uvuBj #happiness #goals #BusinessGrowth #entrepreneurlife #planning

Today is National Financial Advisor Day! We love helping others achieve their financial goals! The financial world is a complex one to navigate. Skilled professionals can help you sort through complexity and establish a clear path towards achieving your financial goals. By partnering with a financial professional, you’re making a commitment to take better control of your finances and create a structured path toward a more secure financial future. We are here as your financial point of light! David Maxwell, CEBS ®, AAMS® and Danielle Forsman, CFP® Your Certified Financial Professionals How can we help you? https://lnkd.in/eBCYp4nW or call: (856) 582-3500 #nationalfinancialadvisorday #nationalfinancialliteracymonth #compoundinterest #timeismoney #smartmoney #moneyhabits #buildwealth #spendless #savemore #credit #startInvestingnow #investyoung #investing #finances #money #professionalwomen #personalfinance #financialplanning #investmentplanning #investmentadvisor #financialadvisor #budget #financialgoals #savings #howtosave #practicalplanning #createaplan #haveaplan #planningnuggets #positiveplanning This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Today is National Financial Advisor Day! We love helping others achieve their financial goals! The financial world is a complex one to navigate. Skilled professionals can help you sort through complexity and establish a clear path towards achieving your financial goals. By partnering with a financial professional, you’re making a commitment to take better control of your finances and create a structured path toward a more secure financial future. We are here as your financial point of light! David Maxwell, CEBS ®, AAMS® and Danielle Forsman, CFP® Your Certified Financial Professionals How can we help you? https://lnkd.in/gVwBxvQV or call: (856) 582-3500 #nationalfinancialadvisorday #nationalfinancialliteracymonth #compoundinterest #timeismoney #smartmoney #moneyhabits #buildwealth #spendless #savemore #credit #startInvestingnow #investyoung #investing #finances #money #professionalwomen #personalfinance #financialplanning #investmentplanning #investmentadvisor #financialadvisor #budget #financialgoals #savings #howtosave #practicalplanning #createaplan #haveaplan #planningnuggets #positiveplanning This material is for general information only and is not intended to provide specific advice or recommendations for any individual.

Here's a succinct video to emphasize how choosing the right financial professional makes all the difference. While a bit dramatized, there are some parallels in the finance world. An investment advisor might focus on growing your portfolio, and an insurance professional might protect your assets—but a CFP® brings it all together with a comprehensive, fiduciary, client-first approach. Don’t settle for anything less. It’s gotta be a CFP®.

Times when you might not need a Financial Advisor!   Although studies show the value of having a professional guide your investments towards long-term growth and goal achievement, there are times when you may not need an adviser.   Before investing, it's important to ask yourself questions such as:   ❌ Do I have an emergency fund? ❌ Do I need the funds liquid for a short term purchase? ❌ Do I want to trade with individual stocks?   But, if you're looking for a bespoke plan to achieve your goals and don't have the time or resources to build a strategy yourself, then having a conversation with an adviser may be beneficial.   So, when might you need a Financial Advisor:   ✔ If you want to access your funds in the future with confidence ✔ If you want to create security for your family ✔ If you want to achieve financial freedom, which provides peace of mind   Remember, it's important to do what's best for your financial situation, and sometimes that means taking a step back before moving forward. #financialplanning #wealthmanagement #taxefficiency

My story of becoming a financial advisor started when I turned 18 and was unsure on how to invest $2,000! That journey of not having someone to turn to for investment advice & guidance is what sparked the passion for helping clients every day with their financial needs! 🏦 #investmentplanning #trustedadvisor #financialadvisor #moneytips

Often, friends and family wonder what questions to ask an advisor. Here, I'll share what I tell them. Financial Planner, Financial Advisor, Investment Advisor regardless of title ask these 5 questions 1️⃣ Are you a Fiduciary? 2️⃣ What are your fees? 3️⃣ What services are provided within your fee? 4️⃣ Who are my contacts within your firm? 5️⃣ How will we communicate? #TheMoreYouKnow #Atheletesintheworkplace #Fiduciary

Do you know the difference between an Investment Adviser and a Financial Planner? How about a Broker-Dealer or a Wealth Manager? It can be confusing to know what title means what and what you can expect from a working relationship with one of these professionals. That’s why we partnered with the Investor Protection Trust on Working with Financial Professionals, a short guide that’s a great way to get started on getting help with your finances. Also available in Spanish. #FinancialPlanning #FinancialResource #FinancialGuide #FinancialLiteracy

Financial planning doesn't have to be intimidating. Discover strategies to conquer your fears and position yourself for a path to financial success. Take control of your financial future. https://lnkd.in/guYxnh7n #investing #financialgoals #planning #finances

Kickstart your journey to financial growth with these 𝟏𝟏 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐢𝐝𝐞𝐚𝐬 𝐟𝐨𝐫 𝟐𝟎𝟐𝟒. Keep reading and be one step closer to your financial goals! 🔥 #MondayMotivation #InvestmentIdeas #FinancialGrowth