Whats is the value?
What is the value of a mechanic? Is it his tools? The parts he provides? Or is it his knowlege and expertise in discovering and fixing the problem?
What is the value of a physician? Is it the products he provides? The scalpel? Or is it in his knowlege and expertise in diagnosing and healing?
What is the value of a financial advisor? Is it the products he provides? The plan? No, like any professional, the value of a Financial Professional is in the knowlege and expertise he or she provides in helping you achieve your finjancial goals.
Why should I work with an advisor? These are some of the reasons investors have expressed to their advisors:
- "I Don't have the time to worry about my investments."
Do any of these sound familiar to you?! If so, you should consider working with a Financial Advisor.
What should I expect?
You should expect a financial professional to help add discipline and objectivity to your financial decisions. Whether it's estimating the cost of a college education, determining how much you'll need for retirement, or rebalancing your portfolio, a financial professional can help you develop a sound financial program for the future. A financial professional will work closely with you understand your specific financial goals, risk tolerance, time horizon and investment preferences.
Based on that understanding a financial professional can: