Become a Client Service Advisor!
Picking the right financial advisor can mean a world of difference in achieving financial freedom. A good financial advisor can help manage your investments, minimize tax liability, and help you purchase stocks, funds, or insurance. A financial planner’s role is similar; they are a type of financial advisor who focuses more on long-term money management.

As Paul explains in his guest appearance, we all make financial decisions every day, whether we’re making educated choices or not. When you want to make more informed financial decisions, improve your overall financial wellness, and even question the status quo in terms of what’s worth your money, that’s when you’re ready for a financial advisor (or planner).

Watch the full video below to see all of Paul’s advice!

 

 

Don’t let current conditions keep you up at night. Obsessing over the market is what we do! 

Give us a call if you have any questions. We’re here to serve.

407-210-3888

 

 

Important Disclosures: The information provided here is of a general nature and is not intended to answer any individual’s financial questions. Do not rely on information presented herein to address your individual financial concerns. Your receipt of information from this material does not create a client relationship and the financial privileges inherent therein. If you have a financial question, you should consult an experienced financial advisor. Moreover, the hiring of a financial advisor is an important decision that should not be based solely upon blogs, articles, or advertisements. Before you hire a financial advisor, you should request information about the financial advisor’s qualifications and experiences. Past performance is no guarantee of future results. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. Examples provided are for illustrative (or “informational”) purposes only and not intended to be reflective of results you can expect to achieve. AllGen Financial Advisors, Inc. (AllGen) is an investment advisor registered with the SEC. AllGen does not provide personal financial advice via this material. The purpose of this material is limited to the dissemination of general information regarding the services offered by AllGen. The Disclosure Brochure, Form ADV Part II, which details business practices, services offered, and related fees of AllGen, is available upon request.​