WSP leadership team
by Wealth Strategies Partners

Ask an Advisor w/ Caleb Boy: Financial Advisors

How much money do I need before I hire a financial advisor?

I am often asked, “When is the right time to find a financial advisor?” Is it once you get to a certain dollar amount, or age, or a certain number of years before retirement? There is not a pre-determined amount of money or age requirement needed before you start working with a financial advisor!

I might be biased, but you wouldn’t avoid seeing a doctor for any such reason because your physical health is so important. The health of your financial house is just as important so working with a financial advisor is a no brainer!

Below are the rooms in your financial house that need to be maintained regardless of your net worth and age:

• Investment Planning
• Retirement Planning
• Estate Planning
• Philanthropic Planning
• Tax Planning
• Healthcare Directives
• Insurance Planning
• Family Legacy Planning

No matter where you are in life, we would love to help keep your financial house strong. Give us a call today at (615) 457-3481 or email Caleb at!

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