Independent Objective Financial Advice

This is a video post where Weston Wellington a Vice President with Dimensional Fund Advisors (DFA) discusses the value individuals receive from a financial advisor.

He discusses how an advisor can be a source of independent advice helping to separate the emotions often associated with money from the decision-making.  Emotions often impact important decisions and having someone not involved in the emotions allows for a second opinion.

He discusses how even major professionals in sports such as tennis greats Roger Federer and Serena Williams and golf greats Jason Day and Rory McIlroy all have coaches helping them through their sports careers.  It allows an objective independent ongoing source of advice from someone who they trust: a reasoned second opinion.

Click below to view this short 2 minute video:

DFA Video: Independent Objective Advice

At Crimmins Wealth Management, we provide that independent objective advice for our clients.  Give us a call to help you and your family determine your possibilities.

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The foregoing content reflects the opinions of Crimmins Wealth Management and is subject to change at any time without notice. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that the statements, opinions or forecasts provided herein will prove to be correct. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

About Dan Crimmins

Dan Crimmins, co-founder of Crimmins Wealth Management, is a financial coach and fee only financial planner. Have a financial question? ASK DAN


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