Choosing a Financial Adviser: What’s Important?

Choosing a financial adviser can have a lasting impact on your success in the future. How do you know who you can trust to handle your finances? With a combined 23 years in the business, we bring the highest level of service and financial expertise you can find. In this video, we share why you’ll want to choose our services. In short:

  • We’ve saved clients thousands and tens of thousands of dollars a year when they implement our advice.
  • You’ll receive expert advice in the 5 key areas of investments, insurance, taxes, retirement planning, and estate planning. Imagine if you had to pay 5 experts individually for this advice?!
  • The value you will receive from our services far outweighs the cost.
  • We know the answers to the questions you don’t know to ask.
  • When you become a client, you become a friend. We’re in this with you for the long-haul.
  • Watch the video, like us on Facebook, and give us a call today with any questions you may have!

 

10 months in the business! Why you should choose Maynard and me as your financial advisers. Go to our business page and like it! American Financial Planning, Inc.

Posted by Daniel Colston on Tuesday, October 30, 2018

When he's not reading WSJ, studying finance, or blogging Daniel can be found biking around Roanoke, exploring the outdoors with his DSLR, or attempting to bag and dispose of the ridiculous amount of leaves in his yard.

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