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Benefits Of Working With A Financial Planner
10/17/2007 - By Gary Fraser CFP, PFP, FMA
Whether a new or experienced investor, your objectives and needs are unique to your situation. It’s important to manage these critical aspects of your financial health with the benefit of expert advice. There are a number of reasons people seek profession
· Major life events such as financial windfalls, marriage, divorce or illness
· Lack of time or expertise to research opportunities and monitor investments
· Immediate money worries such as debt reduction and tax minimization
· Long – term goals such as education funding, and retirement planning
· Information overload- access to more information still requires time to research without any guarantee of its authenticity
Advisors are not only for the rich, and many advisors work with clients who have less than $50,000 of investment assets. As a Certified Financial Planner, I encourage clients to work with a professional to develop a personalized plan that will help improve their knowledge and access to suitable investment products.
