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What Can a Financial Advisor Do for You?
What does investing mean to you? If the word makes you think of transactions – buying or selling stocks and bonds – you’re looking at just part of the picture. To work toward all your goals, such as a comfortable retirement, you need a comprehensive financial strategy. And for that, you might need to work with a personal financial advisor. But what, specifically, can this type of professional do for you?
Here are some of the key services a financial advisor can provide:
While a financial advisor can help you in many ways, you’ll need, above all else, to feel comfortable with whomever you choose. Ultimately, you’ll want to pick someone who understands what’s important to you, and who will follow an established process to create personalized strategies and recommend specific actions needed to help achieve your goals. And you’ll want someone who will be with you in the long run – someone who will revisit your objectives and risk tolerance and who can adjust your strategies in response to changes in your life.
A financial advisor can make a big difference in your life. So, work diligently to find the right one – and take full advantage of the help you’ll receive as you move toward your important goals.
This article was written by Edward Jones for use by your local Edward Jones Financial Advisor.
What Can a Financial Advisor Do for You?Short /Radio version:
PSA: What Can a Financial Advisor Do for You?
It will take considerable effort to achieve all your financial goals – so you may want to get some professional help. But what can a financial advisor do for you?
For one thing, a financial advisor can help you determine how much you need to invest, and in which investment vehicles, to plan for a comfortable retirement. And if you have children or grandchildren, an advisor can suggest appropriate college savings vehicles and strategies.
Furthermore, a financial advisor can help you adjust your investment strategy in response to changes in your life or in the financial markets.
You can also go to a financial advisor for help in determining what insurance products you might need to protect your family if something were to happen to you.
To find the financial advisor who’s right for you, ask your friends and relatives for a referral. And don’t hesitate to interview several different ones. After all, it’s your future – and to make it a bright one, you’ll want to get help from someone you trust.
This is (FA’s NAME), your Edward Jones financial advisor at (Branch address or phone #).
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