Building a Winning Financial Team | Episode #24

From tax strategies to legal contracts, a lot goes into being successful in alternative investing. Surrounding yourself with the right team of experts is oftentimes, an overlooked component of building wealth. In this week's episode, Christian and Rod talk about the experts you need on your financial team and about how to find the team members that are right for you. 

Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients. 

Visit us online and take the F3 Assessment at moneyinsightsgroup.com

 

Need to get in contact with the Money Insights team? Email us at insights@moneyinsights.net