Do You Need a Financial Advisor?

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James J Puplava CFP

On this edition of Lifetime Income, Jim Puplava and Chris Preitauer ask the question “How do you know if you need a financial advisor?” We all have a primary care doctor that we see for an annual checkup (or when we are ill) and it should be no different with our finances. Jim and Chris discuss financial advice gleaned from computer programs, advice from financial advisors who are fee/commission-based, and conducting a background check to do due diligence before getting in too deep.

To see our related case study with Bill and Marsha White on where many advisors get financial planning wrong, click here for PDF or follow along with the slides below.

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About James J Puplava CFP

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