What a Financial Advisor Can Do for You

What does a financial advisor do, anyway?

In this episode, Pat is talking about the role of a Financial Advisor and what they can do for your family. With his life-time of sailing experience, Pat draws fun similarities to a financial advisor and a sailing navigator to help you understand why having a financial advisor might be the right choice for you and your family.

Check out 4:35 to hear why flexibility is crucial in your financial planning.

If you are looking for a financial advisor or want to learn more, contact Haussmann Financial here.

Visit our website www.haussmannfinancial.com if you would like to know more about Haussmann Financial or call us at (800)773-8700 to schedule an appointment with one of our advisors.

Patrick Danly, Financial Advisor; CA Insurance License. #0F88078

Patrick Danly is a Financial Advisor with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, member FINRA/SIPC.

Trudy Haussmann, CFP®, CA Insurance License #0756590

Trudy Haussmann, CFP® is a Registered Representative with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC.