Should You Have More Than One Financial Advisor?

TaylorMade Retirement with Taylor Demars, CFP®

Some people believe having two financial advisors means double the wisdom. But does it really equal double the problems?

In today’s episode, Taylor breaks down the hidden challenges and provides insights into why a unified approach with one financial advisor might be a better strategy, especially as you near retirement. What most people really need isn’t more voices in the mix. It’s one clear, coordinated plan.

Here’s what we discuss in today’s show:

🚨 Hidden Pitfalls: The challenges of conflicting advice and lack of coordination between advisors

🧐 Fear of commitment: Why some people split their money between advisors

💡 Philosophies Matter: Understanding how different financial philosophies can lead to confusion

🤝 One Advisor, One Strategy: The benefits of having a single financial advisor to manage your plan and coordinate with your team

Resources:

Website: https://www.demarsfinancial.com/

Phone: [phone]

Schedule an introduction call with Taylor: https://www.demarsfinancial.com/start-here

Check out Taylor's YouTube Channel: https://www.youtube.com/@TaylorMadeRetirement

Disclaimer: Since we don't know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial advice, or other advice and may be outdated or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the subject you would like help with. Demars Financial Group, LLC or its members cannot be held liable for any use or misuse of this content. Advisory services offered through Demars Financial Group LLC, a Registered Investment Advisor. Demars Financial Group is not affiliated with LPL Financial.