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The Value of Financial Guidance, Don't Go at it Alone

Author
Brigette Engstrom
Published
Fri 28 Mar 2025
Episode Link
https://omny.fm/shows/retirement-readiness/the-value-of-financial-guidance-dont-go-at-it-alon

Brigette Engstrom talks about the common hesitations individuals face when seeking financial advice, particularly concerning fees and the perceived value of guidance. It emphasizes the importance of having a fiduciary advisor and explores various fee structures associated with financial planning services. The discussion highlights the comprehensive nature of financial planning, including investment management, tax strategy, long-term care planning, and estate planning.

Visit www.bluemonarchfinancial.com for more details, to see upcoming events and to book a complimentary consultation with Brigette Engstrom and the team at Blue Monach Financial.

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