Who Should Be on Your Financial Planning Team? 5 Key Experts

Building a thoughtful financial plan can involve several areas of expertise. Kyle Gabhart explains five roles to consider: tax and accounting, legal, insurance, banking and lending, and financial planning. He also discusses how a financial advisor can help coordinate those perspectives into a strategy aligned with your priorities and goals. Learn more about Bluegrass Legacy Group or schedule an introductory meeting: https://bluegrasslegacygroup.com Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network. Additional financial planning services offered through Bluegrass Legacy Planning, LLC are separate and not offered through Commonwealth. This video is for informational purposes only and is not individualized financial, tax, legal, or insurance advice. Services are subject to applicable registration and licensing. #FinancialPlanning #FinancialAdvisor #LegacyPlanning