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Financial planners get a bad rap, and to a large extent that’s deserved. Far too many “planners” are really just salesmen in disguise, tasked with leading their clients into high-cost products sold by the companies they work for. For More Information Call Us at (562) 294-1781 or Visit Our Website https://otiumag.com/

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Investment Management Los Angeles | Financial Planning Advisor | Best Financial Planner

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Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t) PowerPoint Presentation

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Description : Financial planners get a bad rap, and to a large extent that’s deserved. Far too many “planners” are... Read More

Tags : Investment Management Los Angeles | Financial Planning Advisor | Best Financial Planner

Published on : May 25, 2018
Views : 179 | Downloads : 0


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Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)
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Slide 1 - Six Times You Should Hire a Financial Planner (and Three Times You Shouldn’t)
Slide 2 - It Makes Sense to Hire a Financial Planner When…
Slide 3 - ppt slide no 3 content not found
Slide 4 - You’re Nearing or in Retirement
Slide 5 - ppt slide no 5 content not found
Slide 6 - You’re Starting a Family
Slide 7 - ppt slide no 7 content not found
Slide 8 - You’re a High Earner
Slide 9 - ppt slide no 9 content not found
Slide 10 - You’re Self-Employed
Slide 11 - ppt slide no 11 content not found
Slide 12 - You Have a High Net Worth
Slide 13 - ppt slide no 13 content not found
Slide 14 - You Have a Very Specific Planning Need
Slide 15 - ppt slide no 15 content not found
Slide 16 - You Don’t Need a Financial Planner If…
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Slide 18 - Your Budget Is Tight
Slide 19 - ppt slide no 19 content not found
Slide 20 - You’re Drowning in Consumer Debt
Slide 21 - ppt slide no 21 content not found
Slide 22 - You’re a DIY’er with a Simple Situation
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Slide 24 - A Presentation of Otium Advisory Group Address: 12100 WIlshire Blvd, 8th Floor, Los Angeles, Phone: (562) 294-1781 website: https://otiumag.com/