Broker Check

Value Provided By Working With An Advisor

  • Develop financial goals
  • Create a timeline
  • Understand risk tolerance and expected rate of return
  • Use data to analyze existing investments, and make recommendations about what to do going forward
  • Provide access to many types of retirement accounts to use (IRA, Roth, 401(k), etc.)
  • Understand insurance—what type and how much (including life, long-term care, disability, and even property, casualty , and health insurance)
  • Determine asset mix
  • Create a plan for retirement
  • Understand and communicate risks
  • Estimate expected rate of return
  • Help decide which investments to own in non-retirement accounts
  • Look for ways to reduce taxable income
  • Understand taxes incurred when they buy or sell investment
  • Identify how much they need to save
  • Manage an emergency fund
  • Explore what changes might improve their tax situation
  • Discuss leasing an automobile versus buying
  • Mortgage refinancing
  • Cash management
  • Commercial financing/lending
  • Vacation property evaluation

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