Answering Your Questions on Financial Advisors and Planners

Published: May 22 2020

In this episode, we sit down with Kim Damiani of Summit Financial Group to discuss the ins and outs of a financial advisor. She explains in details the differences between a financial advisor and planner, how to protect yourself and view records, and what things to look out for as you search for this kind of help.

The most important thing to remember--a financial advisor and planner are useful at all stages of financial life! You do not have to well off to use their services.

Listen to hear more about how these services can better your financial life!