Working with a financial professional allows you to design a financial strategy based on your unique needs and aspirations, for today and the future. The benefits of working with a financial professional start with being able to define your goals and create a strategy to pursue those goals.
A financial plan and working with a financial professional can help you make healthier money habits and achieve a greater sense of well-being. Many statistics support these claims, here are a few:
In the face of financial challenges, with a financial plan, you can be less reactionary and instead focus on the long-term goals you’ve already outlined. One of your goals may be ensuring you do not outlive your retirement income. With the help of a financial professional and a properly designed strategy, we can help guard against spending the entirety of your retirement savings and allow you to continue your financial legacy.
Get Independent Guidance, Recommendations and Advice
Working with an independent financial professional means that you receive independent financial advice. Trust us to help you create a financial strategy. We aren’t held to any sales quota and won’t recommend any advice, product or service that isn’t the best option for you. We’ll never push you into anything you don’t feel comfortable with, and our guidance comes with your best interests in mind. As independent professionals, we’ll use objective analysis from an in-house research team to guide our recommendations based on your goals. Because we care about what’s best for you, you can have more confidence in our guidance and advice.
We can help you discover and outline your goals, gather and organize your personal finance information, analyze market information, make recommendations and implement the suggested strategy. Even after your strategy is in place, your financial team can help you keep up with your lifelong goals as your needs and the market change.
Get Access to More Resources
When a financial professional uses our experience and data-driven decision-making, you have all the necessary information readily available to make strategic choices. We also work with others in closely-related industries to provide the services you need, even if that means you’re working with another professional. These professionals and resources can also help with continuity planning and capital – all to help ensure you receive informed advice and support through all of life’s circumstances.
We want to work with you to take the next step in your financial future, saving for unplanned expenses and help guide you through complicated financial decisions, so you can have less stress, more confidence and more time to focus on other things. Contact our office to start working on your financial plan.
Source: 2019 Schwab Modern Wealth Survey
This material was developed and prepared by a third party for use by your Registered Representative. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. The content is developed from sources believed to be providing accurate information.
All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.