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.