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Should I use an advisor or do it myself?

Deciding whether to use a financial advisor or handle your finances on your own is a personal choice that depends on several factors, including your financial knowledge, time availability, complexity of your financial situation, and comfort level with making financial decisions.

When considering the cost of a financial/investment advisor, it’s essential to weigh the cost against the value you expect to receive. A good advisor can provide comprehensive financial planning, investment management, tax strategies, retirement planning, estate planning, and other services that help you work towards your goals. If you’re unsure, you should consider consulting with one of our financial advisor’s for an initial consultation.

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