Tune in as we delve into why choosing a fiduciary financial advisor matters for your long-term prosperity. Don't miss these expert insights! #InvestSmart #WealthManagement
Embark on a financial enlightenment journey with Paula as she speaks with Chris Cyr, a Financial Advisor. They guide you through the nuances of selecting a financial advisor adept at managing wealth's accumulation and distribution phases. Chris points out that most industry advisors are remunerated for aiding clients in wealth accumulation. However, the need for more advisors dedicated to complex planning is evident. During the retirement phase, one faces the most financial peril, underscoring the necessity of having a financial advisor who can secure a stable retirement income. He emphasizes the importance of having a financial advisor who can effectively guide you through life's financial milestones.
Chris Cyr is the president of Cyr Financial Inc., a registered investment advisor. They follow a holistic financial planning model, managing clients' investments, taxes, insurance, and estate strategies together in one cohesive direction. The firm employs a Quantitative, Systematic, Research-based approach to investing.
Find Chris:
LinkedIn: https://www.linkedin.com/in/chriscyr/
Website: http://cyrfinancial.net/
Website: https://5toask.com/
Facebook: https://www.facebook.com/cyrfinancial/
Episode highlights:
(0:00) Intro
(0:45) Free checklist for finding the right financial advisor
(5:12) Importance of finding the right advisor
(7:39) Value beyond investment returns
(9:50) Emphasis on safety in retirement planning
(10:53) The misconception about market performance
(11:42) Advice for young investors
(13:32) The need for professional guidance
(16:09) How to access the document
(16:40) Outro