Working With A Financial Advisor
A financial advisor can play an important role in your investment future
Today there’s no shortage of information available about the markets and plenty of people ready to share their opinions with you. So how do you begin to make sense of it all, figure out what to do with your money and put your personal financial plan into action?
Just as you would seek professional help with your health, consulting a professional can make all the difference. Did you know that individuals who work with a financial advisor have on average 3.9 times more assets after 15 years than those who go it alone?*
A financial advisor can play an important role in your investment future. Through every life-stage and during specific events, he or she can help you define your goals and stick to your plan, providing customized advice for your personal situation. Financial advisors can also answer your questions and teach you about different concepts and best practices.
It's important to choose the right financial advisor for you, which may mean meeting and interviewing multiple advisors until your find the right one.
The best way to determine this is by asking a number of questions such as the ones suggested in the link below. And after you've done that ask yourself: Are you more comfortable with this advisor than others? Do you understand the value they're providing?
Asking the right questions can make a big difference in helping your reach your goals.
Select the items that are relevant to you. What are your top 3?
Who might impact your priorities and when?