WHY INVEST WITH AN ADVISOR?

 An Experienced  Certified Financial Planner  can help you to identify your financial  goals and understand the investment products that make sense for your portfolio, and then help you monitor and understand how your investments have performed. With a trusted advisor and a financial plan tailored to your goals, you are on your way. 


Working with a financial advisor can provide you with a better chance of:

  • Accumulating greater wealth through better saving behavior
  • Building assets for a more comfortable retirement
  • Selecting tax-efficient investment vehicles
  • Maintaining a long-term investment strategy
  • Protecting against poor financial decisions
  • Avoiding emotional investing habits

Source: IFIC Value of Advice Report, 2012

image102