A: Many people are do-it-yourself investors, but many also lack the expertise and experience in investing for specific goals and often struggle during volatile times in the market. The market is increasingly volatile, so having a professional on your side can only help with your investment strategy and goal planning.
Choosing to collaborate with a financial advisor can make a positive difference in your current and future life – and even for the next generations of your family. Your goals of building and preserving wealth, enjoying a comfortable retirement and leaving a legacy are dependent on how well your financial matters are managed.
By getting to know you, your aspirations and your current financial situation – and all of its details and complexities – your advisor can be in step with your life, advising you at every transition and turning point you encounter along the way.
Your advisor can also serve as your sounding board and voice of reason, guiding you in making prudent financial decisions and helping you avoid missteps which could harm your long-term progress.
Financial planning goes beyond just managing your investments. Certainly, your portfolio needs to fit your goals, risk tolerance and time horizon, but a comprehensive financial plan considers all aspects of your financial life all the way through and beyond retirement.
Your advisor can also help you identify appropriate financial strategies while collaborating with your tax and legal professionals – designed for a seamless approach to managing and preserving wealth.
When it comes to the important financial matters in your life, receiving generic advice that could apply to anybody will not serve you well. Your life and wealth needs are multifaceted, and they merit professional customized guidance.