Choosing a Financial Advisor
Do I really need a financial planner?
Here are some of the situations in which you could benefit from a relationship with a certified financial planner:
You want to set up an IRA or Roth IRA but don’t know where to begin.
You tend to let market volatility cause you significant stress and you don’t want to manage the uncertainty alone.
You want to verify that you will be ready to retire in X years.
You have accumulated a variety of investments over the years and you aren’t really sure about your current asset allocation.
You(or your parent) are being pressured to buy a financial product and would like someone else to help you review the pros and cons of the product.
You want to stop living check to check, but you don’t know where to begin.
You have inherited a sum of money and you want to manage it wisely.
You feel overwhelmed with your student loans and want to plan a way out.
You have a successful growing business or career and want to find a way to reduce your taxes and save for retirement.