why does anyone need a
financial advisor?
I have heard it come up pretty frequently that the average person thinks a financial advisor is something that only rich people or celebrities have or need, like a PR Consultant or an on-hand Butler.
Have you ever thought that? I want to let you know that this could not be farther from the truth!
A financial advisor can help anyone from any income level. It’s our job to help everyone have a fighting chance at their financial goals, be it for retirement, saving up for a house – or figuring out if investing is right for you.
There are some other things a Financial Advisor can help with:
- Helping with impulsive decisions. This one applies to major purchases and choices when it comes to investments, if you have any.
- Advising you on your financial situation. Stressing about your money is not fun. You may feel like you’re going down the wrong direction, but with a bit of guidance, you can feel confident in where you stand and where you’re headed.
- Helping you get ready for big life changes. If you’ve got a wedding coming up, a little one on the way, a big purchase on the horizon, or want to retire someday – a financial advisor can help you plan for everything life can offer.
Think of a financial advisor you can trust as your BFF in all things money-related. If you need a helping hand or a reality check – we’ve got you. No matter what your situation is, we’re here for you. Give us a shout at 661-775-3704 or book online to talk about how we can help you with money matters going forward.
Regards,
John Mears