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Should You Hire a Financial Advisor? 3 Questions to Ask Yourself

March 23, 2021 by Bautis Financial

Ask yourself these three questions when deciding to hire a financial advisor.

Are you considering getting a financial advisor? Here are three ways to know if it’s time to hire a wealth manager.

  1. You have complicated income streams. If a W2 is not your only source of income, it may be time to hire a professional.
  2. You’re able to save more than 20% of your income. The more money you have the harder it gets to manage by yourself.
  3. You find yourself in a pattern of making emotional investment decisions. Hiring a professional can keep you from making short-term mistakes that have long-term costs.

In addition to the three areas, here are 50 things Bautis Financial can help with

Ready to take the next step towards your financial future? Schedule a complimentary consultation.

Category: Personal Finance, VideosTag: Financial Advisor, Financial Aid, Financial Freedom, Financial Help
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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

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