Broker Check

Do I need a Financial Advisor?

August 25, 2023

The answer to this question is personal and complicated, but in most cases, I would say yes, but far less than what most advisors make you think. 

Advisors usually discuss how complicated and sophisticated investing is, and how important it is to have a professional manage that part of your life. This investment "prowess" is how they justify their fees and why clients should rely on them. 

In reality, investing doesn't need to be that complicated. Instead, by doing a few simple things and avoiding common and costly mistakes, you are likely to have positive results that fit your personal goals. 

Through communication and understanding your strategies you can be provided peace of mind that your financial future is secure and being monitored by someone who truly cares for it.