Why work with a financial advisor?
With the enormous volume of information available today, it is easy for anyone to learn about almost anything. You can learn how to remodel your kitchen, change the oil in your car, file your taxes, and play chess by reading a book, surfing the internet or watching a DVD. However, there are professionals who specialize in each of these areas so ask yourself, would you trust your mechanic to file your taxes or vice versa – your tax preparer to rotate the tires of the family vehicle?
And then ask yourself, who do you entrust with your financial future?
A financial advisor specializes in the many facets that affect your financial well being. Whether it be refining your goals, creating a plan to achieve them, implementating, and monitoring the progress of your plan – it is the responsibility of an advisor to be current and sift through all the information available to help ensure your goals are on track. You could possibly do it on your own, but do you have the time, expertise, and desire to be up to date on all the available options and regulations?
Whether it be weeding through the complexities of investment choices, ever changing tax laws, retirement planning, estate planning, college savings plans, dealing with unforeseen life events such as a death or change of employment– a trusted financial advisor is a resource and an advocate on your behalf who supports you to stay on course to achieve your goals.
Ready to work with someone who specializes in financial planning?