Why have a financial planner??? #investing #realestate #shortvideo #shortsvideo #business

3 Mar 2025 · 0 min

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0:25

Short YouTube video by Steve D Valentine advising viewers to use a fiduciary financial planner for wisdom and guidance (not product sales), and to consider insurance policies via an insurance broker or agent for life insurance and children’s insurance needs.

That are really important to your future. Having a financial planner, that's more of a fiduciary, right? So they're going to be wisdom and guidance, not selling you products you don't need. Now, some financial advisors will have access to certain insurance policies and different pieces that you can put in place. I would definitely advise looking at insurance policies or having an insurance broker or agent. They can help you navigate through life insurance, your kids insurance, all those different parts.