5 Reasons People Seek Help From Financial Advisors (Ep. 50)

The Dear Rochester, Retire Well podcast has officially released its 50th episode! 🥳

To celebrate this milestone, David Pulcini gives listeners a glimpse into his personal life in under 40 seconds and runs through five of the most common reasons people seek out the expertise of a financial advisor.

David discusses: 

• Making the most out of your investment accounts
• What to do with outdated insurance policies
• Getting serious about retirement planning
• Handling inheritances
• Changing jobs and why your money may need to change with it

Resources:

• Investment Planning 101 with Rick Wedell
• Estate Planning – Part Five of Six Points of Financial Planning with Neil Lyons, ESQ
• The First Steps To Working with a Financial Advisor 
• Optimizing Employer Insurance Costs & Employee Benefits — With Mike Mancuso

Book Time with David Pulcini:

• Schedule a Call

Connect with David Pulcini: 

• dpulcini@sixpointfp.com 
• SixPoint Financial
• (585) 641-7900
• LinkedIn: David Pulcini
• LinkedIn: SixPoint Financial
• Twitter: SixPoint Financial
• Facebook: SixPoint Financial

Disclosures:

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

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