In todays get it online world where virtually everything we want can be readily attained with the click of a computer’s key. Why would meeting our financial objectives not be the same? Why wouldn’t we just take the insight of someone in cyberspace who knows nothing of how we are really wired or what our personal and family world is about? Aren’t we getting the ‘hot before it hits main street tips’ which will make all our financial dreams come true?
Please understand we do work on our research extensively with reputable and trustworthy online sources to gain greater insight and perspectives, but all recommendations made by a solid career financial advisor to their client, will be ones made after much consideration, analysis and suitability questions are answered. The objective of a trusted advisor should always be in the best interests of the client. A properly designed plan for you and your family is one where managing your money, building wealth, securing your future, and, above all else, drawing up an effective plan for fulfilling your investment objectives, can be well worth hiring a financial advisor.
So what makes a solid financial advisor so important for my finances:
Objective
Often the single biggest mistake that can reduce the performance of your investment portfolio, or even wipe it out, is the lack of objectivity. Investment decisions driven by emotion, especially feelings of worry or panic, can undo months or even years of hard work. Investment decisions must be made on a fundamental basis rather than emotional. They will help you take informed and calculated steps during times of market instability and erratic movement.
Full-time team
Just as you would want to make sure your doctor, lawyer or accountant is full time and staying current on the most effective plans for you, such should be the same for your financial advisor. Knowledge, qualifications, experience and anailability are the hallmark of a solid support team who you can place your confidence in, today and in the future.
Taxation and legalities
The negative or even positive impact of taxation or budgetary changes can unduly impact your ongoing investment objectives and alter what your future will look like if you are not kept up to date. A solid and experienced advisory team will assure you are aware of any changes which could affect your goals and work with you to make any necessary and timely changes to mitigate or even remove the potential roadblocks you might otherwise experience.
Exploring Opportunities
A financial advisor spends much of their time on research. In addition to some of your efforts, a solid advisory team can bring well grounded perspective with their vast access to information and international analysists and other research tools. Such extra input can mean literally knocking years off your pre-retirement, paying down that mortgage or literally protecting you from some unnecessary set backs on your road to financial freedom.
Peace of Mind
I will always remember the new client who came into my office and said that his current investment portfolio was allowing him to sleep like a baby. He was up screaming every two hours at night. A solid advisory team will work to bring you peace of mind, as you work together to determine how proper planning for your particular situation can allow you to walk through the next chapters in your life with understanding, freedom and confidence
Call us today to review YOUR plan - 306-684-1934