What Is a Financial Advisor?
What is a Financial Advisor? Do I really need a Financial Advisor? These are questions that we are often asked.
A Financial Advisor, sometimes referred to as a Financial Planner, are professionals that help their clients plan their financial futures and help execute the goals they set out to achieve. We help assist our clients with issues relating to wealth management (college savings, saving for retirement, living in retirement) to personal money matters (creating a budget, life insurance, etc). We can put together a whole plan or simply answer a quick question.
Do you need a Financial Advisor? The answer to that question is, “it depends.”
It depends, do you have fair knowledge of investments and wealth management. Do you have the time to monitor, evaluate, and make changes to your portfolio?
Financial Advisors can be great asset to have when you’re looking to plan your financial future. We can help you see and strategically plan your short term and long term goals. We can act as your sounding board when life throws you a curve ball or two. We can help you stay on track and help make your difficult decisions a little easier.
Investing involves risk and investors may incur a profit or a loss. There is no assurance that any investment strategy will be successful.
