Podcasts Technology Think Smart with TMFG Why You Should Involve Your Financial Advisor in Your Decisions

Why You Should Involve Your Financial Advisor in Your Decisions

Published: Dec. 2, 2022, 7:54 p.m.

b"Your Financial Advisor is there to help you with the many decisions that impact your finances throughout your lifetime. Leaving them out of the loop on some of your most important choices is only doing you a disservice. Whether you've upsized your cottage or donated your liquid assets to fund your children's first home purchase, keeping your Advisor apprised is an integral part of your whole-life equation."