The Benefits of an Early Start when Your Family and Advisor Connect # 422

Your Life Your Wealth

English - December 08, 2023 22:42 - 18 minutes - 24.8 MB - ★★★★★ - 27 ratings
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Having a multigenerational relationship with your advisor can help your adult children get a solid start with financial planning. Today, John Walker, Regional Vice President, Mercer Advisors, discusses those benefits and the advantages of starting a retirement plan as soon as your career begins.

Listening Time: 18 minutes

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Additional Mercer Advisors Disclosure
Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.