Do It Yourself or Financial Advisor?

Description

This class offers a step by step methodical approach for an answer that fits you. This may be the most important financial decision you can make. Given misinformation, conflicts of interest and complexities it can also be the most difficult financial decision. The fundamental questions are: what is your personal preference? What are your needs? Will an advisor fill those needs? Will they add value in excess of their cost? Can you trust the advisor  to put your needs over their own? Can you trust yourself to make informed and unemotional decisions? Advisors specialize. Practices are not one size fits all. If you are not a fit, it will not work. What are the tough questions to ask an advisor and yourself? Even if you have already made this decision. This class should improve your ultimate results by either improving your relationship with your existing advisor or by giving you added resources and considerations while handling finances on your own.

Glenn Frank, PFS, MBA, MSTax
Professor Frank was the Founding Director of Bentley University’s Master of Personal Financial Planning program, where he designed and taught advanced portfolio construction courses. Glenn has over 25 years of experience in taxes, investment consulting, and financial planning. He was recognized by Worth Magazine as one of the country’s top 250 Wealth Advisors for 10 consecutive years and was named Planner of the Year by the Massachusetts Financial Planning Association in 2019. Glenn is a partner at Frank and Flanagan Wealth Advisors, an independent, fee-only registered investment advisory firm. They provide 2 service options: one-time fee, holistic planning/tax/portfolio reviews or wealth management services with ongoing fees.