When you’re trying to make the most of your finances – especially over the course of a lifetime – working with an experienced professional can make a real difference.
Financial representatives can explain things clearly and simplify choices when it comes to the many competing issues in life – e.g. saving for retirement versus saving for college now. A professional should help you look at your finances in a unified, holistic way so you can achieve major milestones, such as starting a family, selling a business, transferring wealth to new generations, and living a fulfilling life along the way. In trying to find a financial representative who is a good fit, consider asking the following questions.
The right advice can contribute significantly to long-term prosperity. Pick a financial representative that you not only like and trust, but also one who shows enthusiasm and commitment to your success. He or she should be glad to answer all of the above questions.
1 The Financial Services Industry in the United States, Select USA.gov, 2014