Broker Check

The 10 Best Reasons to Engage a Financial Advisor

Professional, Personal, and Independent

Most people struggle with the question of whether or not to hire a financial advisor. They think they should be able to do it themselves. For some, that’s definitely a good choice. But for others, as the years go by, they find that financial goals are simply eluding them. If you’re in that last category, then the following 10 Best Reasons list will help you feel confident to engage a financial advisor for yourself.

  1. Objectivity
    Someone from outside your inner circle can see your situation objectively, without bias.
  2. Independent
    An independent financial advisor doesn’t answer to corporate directives; your advisor has only your best interests in mind.
  3. Clarity
    Your financial advisor helps you to discover, express, and clarify your financial goals.
  4. Experience
    Your financial advisor is a professional, so the advice and guidance you receive will reflect years of experience in the market and years of experience working with a wide variety of clients.
  5. Customization
    Your financial advisor creates a financial plan customized to your unique needs and dreams.
  6. Investing / Purchasing
    Your financial advisor counsels and assists with investing in and the purchasing of financial instruments.
  7. Tracking
    Your financial advisor keeps an eye on the performance of your investments and advises if adjustments need to be made.
  8. Check-Ins
    Your financial advisor keeps in contact with you to see if your situation and goals have changed.
  9. Adjustments
    If your goals or situation changes, your advisor counsels you on your best options.
  10. Trust
    Your financial advisor becomes a trusted advisor who accompanies you on your financial journey in the years ahead.