The Question
Should I hire a financial advisor or an accountant?Should I hire a financial advisor or an accountant?
I don’t know what I don’t know and would like to better understand at what point in my life I should consider hiring a financial advisor or an accountant. Can I just hire one and not the other? Do I need both? And is the cost worth it?
You’ve asked some great foundational questions.
Starting early is the best strategy regardless of your financial goals. A skilled financial advisor will not only educate and guide you but also motivate you to maximize your financial resources.
You asked if it is best to hire a financial advisor or an accountant. A financial advisor offers comprehensive investment guidance, taking into account both current and future tax implications. On the other hand, an accountant provides bookkeeping, and, depending on their qualification, they may prepare tax returns. Although they offer different services, they work together to ensure your success.
The cost of hiring a financial advisor or an accountant will vary from firm to firm. As a Certified Financial Planner™, it is important to me to provide transparency regarding my services and fees. You can find my fees listed on my website: imaginefinancialservices.com.
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