When looking to invest your money, oftentimes people will go to banks as a safe option. What they don’t realize is that they are short changing themselves when it comes to personalized planning if they don’t work with a financial planner.
In this episode of Your Finances — Know You Can, Wesley Forster, Sr. Financial Strategist at HSI Financial Group is joined by Andrew Owsiak, Financial Strategist at HSI Financial Group. They discuss the benefits of working alongside a financial planning team and what that looks like.
Wesley and Andrew discuss:
- What you might be missing out on if you do not have a financial planner
- What other institutions miss and what you can do about it
- HSI’s team approach to the planning process
- And more!
Resources:
Connect with Wesley Forster and Andrew Owsiak:
- Phone: (403) 269-4640
- Toll-Free: 1.888.816.7020
- Wes@hsifinancial.com
- clientcare@hsifinancial.com
- LinkedIn: Wes Forster
- HSI Financial Group
- LinkedIn: Andrew Owsiak
- Facebook: HSI Financial Group
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