Manage episode 290574394 series 1450233
In this episode Kirk discusses a new financial situation where he is in a position to consider hiring a CFP. Jake discusses the ins and outs of hiring a CFP as well as when you should and when you should not hire a CFP. He also discusses various aspects of financial advisors that are important for people at various parts of their career. When does an employee need a CFP versus when does an entrepreneur need one? What about other financial advisors like tax accountants? There is a lot to consider, so dig in!
*“Tax preparation, planning, IRS representation, and business valuation services offered through iFile Tax Planning and Preparation Services are separate and unrelated to Commonwealth.”
Have questions about managing your financial lifestyle? Email Jake@youandifinancial.com and Jake Rivas may read your questions on the show!
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Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Actual performance and results will vary. These interviews do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed. Consult a Financial Advisor regarding your specific circumstances. I*financial is located at 1901 NW Military Hwy. STE. 102. San Antonio, TX 78213. Phone number 210-342-4346