Actual Advisor Value

著者： Taylor Demars CFP® MBA
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  • サマリー

  • Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
    Copyright 2023 All rights reserved.
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あらすじ・解説

Welcome to ’Actual Advisor Value’ – the behind-the-scenes look at how fiduciary financial advisors enrich Baby Boomers’ lives. I’m Taylor Demars, a third-generation financial advisor and CFP professional making a positive impact on hundreds of retirees. Join me to hear short, specific stories of the interactions I have with clients and discover ideas and strategies to apply to your own plan!
Copyright 2023 All rights reserved.
個人ファイナンス 経済学
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エピソード
  • Your 4 Options For Long Term Care Policy Premium Hikes

    Your 4 Options For Long Term Care Policy Premium Hikes
    2024/06/21

    This isn't tax, legal, financial, or insurance advice, may be outdated, and is for entertainment only. Advisory services offered through Demars Financial Group, LLC, a Registered Investment Advisor, and cannot be held liable for any use or misuse of this content.
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    14 分
  • Retirement Dilemma: To Sell or Rent Your Home?

    Retirement Dilemma: To Sell or Rent Your Home?
    2024/06/14

    I helped a retired couple who moved out of their home of 37+ years decide what the decision best met their goals.

    This should not be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. This content is for entertainment purposes only. Demars Financial Group, LLC cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor.
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    15 分
  • The Trifecta Of Investment Priorities

    The Trifecta Of Investment Priorities
    2024/03/19

    In this episode, I relate a recent experience with a client where we discussed the importance of stability, liquidity, and growth when deciding what to invest in.

    Investment Advisory Services offered through Demars Financial Group LLC Securities are offered through Crown Capital Securities. Member FINRA/SIPC
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    11 分

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