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Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)

Financial planners get a bad rap, and to a large extent that’s deserved. Far too many “planners” are really just salesmen in disguise, tasked with leading their clients into high-cost products sold by the companies they work for.<br>For More Information Call Us at (562) 294-1781 or Visit Our Website https://otiumag.com/<br>

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Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)

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  1. Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)

  2. It Makes Sense to Hire a Financial Planner When…

  3. You’re Nearing or in Retirement

  4. You’re Starting a Family

  5. You’re a High Earner

  6.  You’re Self-Employed

  7. You Have a High Net Worth

  8. You Have a Very Specific Planning Need

  9. You Don’t Need a Financial Planner If…

  10. Your Budget Is Tight

  11. You’re Drowning in Consumer Debt

  12. You’re a DIY’er with a Simple Situation

  13. A Presentationof Otium Advisory Group • Address: 12100 WIlshire Blvd, 8th Floor, Los Angeles, • Phone: (562) 294-1781 • website: https://otiumag.com/

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