About this episode

The episode discusses the three phases of a financial lifecycle and when it is beneficial to hire a financial advisor.

A financial lifecycle can be broken into three phases: accumulation, distribution and estate. We discuss examples of when clients have thought it was in thier best interest to hire a financial advisor.

Topics covered

• financial advisor
• financial lifecycle
• accumulation phase
• distribution phase
• estate planning

Keywords

• financial advisor
• financial lifecycle
• accumulation
• distribution
• estate

Mentioned in this episode

Organizations: Crosby Advisory Group

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