Should You Hire an XY Planning Network Financial Advisor?

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Unlike many other financial advisors, XY Planning Network advisors don’t have any minimum asset requirements and work with all types of clients, especially Generation X and Generation Y individuals and couples.

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XYPN’s financial advisors go above and beyond investment advice and offer comprehensive financial planning. They are known to support clients with services such as estate planning, insurance planning, tax planning, retirement planning, career planning…the list goes on.

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Who Do XY Planning Network Financial Advisors Primarily Serve?

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- Fee-Only

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Should You Hire an XY Planning Network Financial Advisor with a Specialty Focus?

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How Much Does it Cost to Hire an XY Planning Network Financial Advisor?

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Should I Hire an XY Planning Network Financial Advisor?

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How To Find The Best XY Planning Network Financial Advisor For You

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Should You Hire an XY Planning Network Financial Advisor?

Unlike many other financial advisors, XY Planning Network advisors don’t have any minimum asset requirements and work with all types of clients, especially Generation X and Generation Y individuals and couples.

XYPN’s financial advisors go above and beyond investment advice and offer comprehensive financial planning. They are known to support clients with services such as estate planning, insurance planning, tax planning, retirement planning, career planning…the list goes on.

What is the XY Planning Network (XYPN)?

Who Do XY Planning Network Financial Advisors Primarily Serve?

Their niche is often based on their personality, who they enjoy working with, the types of problems they like to solve and how they’d like to engage with their clients.

- Fee-Only

What Are the Requirements to Become an XY Planning Network Financial Advisor?

- Fee-for-Service

- Gen X/Gen Y Client Focus

- Financial Planning Service

- Virtual Capabilities

- BrokerCheck Approval

Should You Hire an XY Planning Network Financial Advisor with a Specialty Focus?

Many XY Planning Network financial advisors have developed areas of specialization to help serve clients who share common professions, characteristics, needs and interests.

How Much Does it Cost to Hire an XY Planning Network Financial Advisor?

- Flat Fee

- Hourly Rate

You can expect them to adhere to one of these fee structures:

- Percentage of Assets Under Management

- Retainer

Should I Hire an XY Planning Network Financial Advisor?

An XY Planning Network financial advisor may be the trusted financial resource you’re looking for to help you succeed financially now and in the future.

How To Find The Best XY Planning Network Financial Advisor For You

Swipe Up to view our guide to XY Planning Network financial advisors featured on Wealthtender.

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