When you are ready to work with a financial planner, we want to make sure you are asking the right questions and that you make the right decision for you. There are a lot of ways that financial planners can lead you astray, so be mindful. In every profession there are shady figures in the darkened alleys, and with the internet that shady character can be right around the corner. Make sure you understand the different ways that financial planners get paid, the pros and cons of each. Most importantly, learn how to determine which financial planners are best for you.
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