One of the first questions we are asked by new clients is, “why should I hire a financial advisor?” It’s a great question, and the answer, just like your portfolio, is unique to each client. Maybe you want to work alongside a skilled financial professional, filling in the gaps of your own investment knowledge, or perhaps you want more freedom to fully enjoy your retirement. Let’s explore a few possibilities together.
Just like other areas of life, you want a skilled financial professional to navigate the sometimes-rocky waters of wealth management, someone who knows the variety of options available to you while staying current on trends and regulations. Advisors work with you at your level, be it beginner or expert investor, to provide the right advice at the right time for your portfolio.
Another possible answer is that financial advisers work with you to create a financial plan that helps you “begin with the end in mind.” Instead of vague ideas, a comprehensive financial plan gives you concrete answers for questions like “how much retirement income will I need,” “how much will I need for health care” and “what will be left for my children and grandchildren.” The right advisor works through each aspect of your life to make sure every contingency is planned for.
Finally, financial advisors give you the freedom to enjoy the last stages of your career and retirement, providing relief from the stress of day-to-day portfolio management. Instead of watching a stock ticker, you can travel, spend time with your family, volunteer, and find other ways to enjoy your retirement. You spent a majority of your adult life planning for this next stage. Why not enjoy it?
At Freedom Financial Corp., we use a 6-step CFP planning process for comprehensive wealth management. We’re confident we’ll prove our worth to you; so contact us today to schedule a consultation at our Wexford office. We’re waiting to put our decades of experience to use for your portfolio.