BrokerHunter’s Post

There are four main reasons why someone should decide to hire a financial advisor. Hopefully this framework will help families in their decision-making process. https://ow.ly/PxFX50SJ62V

Cost matters. When hiring a financial advisor, make sure you understand what you're going to pay and what you get for that fee.

Here are the biggest reasons you should hire a financial advisor:

If you're considering hiring a financial advisor but don't know where to start, check out this comprehensive article on the subject. Our team works as fiduciaries to help clients achieve their financial goals. Give us a call today to learn more about how we can assist you. #financialadvisor #fiduciary #financialplanning #cedarburg https://lnkd.in/gsxb4NnR

I am a lifelong Jackson resident and have been a Financial Advisor in Jackson, Michigan since 1999. I received a BA in Economics & Management from Albion College in 1990. With a deep commitment to a ‘client first’ philosophy, I was recognized as a Forbes Best-In-State Wealth Advisor* again in 2024. This recognition displays the outstanding service The Grace Group strives to achieve. In addition, Meridian Wealth Management was named to the Forbes Best-In-State Wealth Management Teams** in 2024. I have served on the Financial Advisor Advisory Board, a 20-member panel working directly with management teams for A.G. Edwards/Wachovia and subsequently Wells Fargo Advisors, from 2006-2009 and again from 2011-2015. I donate my time locally, with a passion for education. I enjoy helping clients achieve financial success and am dedicated to maintaining their trust and confidence. I plan to continue my work with The Grace Group, monitoring and adjusting clients’ investment plans for the future. With my wife, Lori, we have two amazing daughters: Emma, a graduate of James Madison College at Michigan State University now living in Chicago, and Libby, a graduate of The College of Creative Studies (CCS) pursuing her career in Detroit, MI. I love to travel and spend time with my family, especially skiing together. *See award section on profile for required disclosures. Visit www.meridianwmmi.com to learn more. -- Securities and advisory services offered through &PARTNERS LLC, a registered broker-dealer and investment advisor, member FINRA/SIPC. Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success. Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

New Post: Personal Financial Advisors - https://lnkd.in/eRrFhHZ8 Financial Advisors are professionals who provide personalized financial guidance to individuals and families to help them achieve their financial goals. They offer expertise in various areas, including investments, retirement planning, insurance, and tax strategies. In this comprehensive guide, we provide insights into the responsibilities, skills, and requirements of this occupation. Sample of Reported Job…

Financial advisors help put their clients in a position to make money work for them instead of chasing it their entire lives. Arkansas Money & Politics asked readers to nominate their favorite financial advisors, and they delivered. The professionals listed in this special section are committed to guiding their clients through the sometimes intimidating world of investments and transforming finances from a potential source of stress into a golden opportunity. See the full list.... https://lnkd.in/gC74ZpPr

Hiring a financial advisor to stand in your way to prevent you from making imprudent, emotionally charged decisions with your money is an extremely effective financial strategy

Hiring a financial advisor to stand in your way to prevent you from making imprudent, emotionally charged decisions with your money is an extremely effective financial strategy

Considering a financial advisor but unsure if it's the right move for you? Discover key indicators that you're an ideal candidate for financial advising and take the next step toward securing your financial future: https://lnkd.in/ey58G3bV