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What Does a Wealth Advisor Do?

Find out how hiring the right wealth advisor can be the key to a secure retirement! In this video, Mike Heatwole, founder and CEO of The Dala Group, dives into the essential services you should expect from wealth advisors and Certified Financial Planners™. We'll explore the six key areas of financial planning tailored specifically for retirees and those nearing retirement. What You’ll Learn: 1. Cash Flow Planning: Establishing goals and managing debt to build a solid foundation. 2. Insurance Coverage: Protecting your health and assets with the right insurance strategies. 3. Investment Management: Making smart decisions to build and protect your wealth. 4. Tax Planning: Minimizing surprises and maximizing opportunities throughout your financial journey. 5. Retirement Planning: Creating reliable income strategies as you transition into retirement. 6. Estate Planning: Ensuring your wishes are honored and your legacy is protected. At The Dala Group, we specialize in helping retirees navigate their financial futures with confidence. If you’re looking to understand how to work with a wealth advisor effectively, watch this video for comprehensive insights on each critical area of financial planning! Check out our video: Three Questions to Ask a Financial Planner -    • Three Questions to Ask a Financial Advisor   #WealthAdvisor #FinancialPlanning #RetirementPlanning #InvestmentManagement #TaxPlanning #EstatePlanning #TheDalaGroup ================================ 🔗Connect with us  https://www.thedalagroup.com ================================ ⏱Timestamps⏱ 00:00 Intro 00:48 Key Areas of Focus 01:16 Cash Flow Planning 03:11 Insurance Coverage 07:03 Investment Management 11:18 Tax Planning 15:49 Retirement Planning 19:30 Estate Planning 23:17 Recap