Audio Version: Let Me Hear It!
You’ve finally found an hour in your day to get that annoying knot in your back worked on. So, why is your masseuse working on your legs and suggesting that you stretch your hamstrings? It’s because all of our muscles are connected and a kink in one is likely due to another. You may have a similar experience when you begin working with a Financial Advisor. You go in for assistance with one goal and come out with a list of seemingly unrelated things to address in order to reach that goal. Most of you probably know when you need a massage (like, yesterday) but you may not know when you need a Financial Advisor (also probably yesterday).
What is a Financial Advisor? A Financial Advisor is a professional who helps individuals manage their finances by providing advice on money issues such as budgeting, investments, insurance, mortgages, college savings, estate planning, taxes, retirement, etc.
Who Needs a Financial Advisor? Every adult! No matter how much money you have, there are financial aspects of your life that will benefit from the help of a Financial Advisor. At a young age, the initial conversations will likely be centered on starting an emergency fund and investing in your company’s 401(k). As you get older, the conversations will shift to insurance needs, saving for college and retirement planning.
How Do I Choose a Financial Advisor? Start by asking friends and family for recommendations. Poke around the advisor’s website to see what they write about, the services they offer and then go in for a meeting to see if they will be a good fit (it should be complimentary). Or, click here to request a complimentary consultation with us.
Just as a total body approach to massage is more effective, so is a comprehensive approach to your money. Your thigh bone is connected to your hip bone and your tax bracket is directly connected to your retirement plan.
