Benefits of Working with an Advisor

Working with an Advisor

Our Advisors take a genuine interest in you, your life, and your goals. Understanding your complete financial picture, we can help:

  • Help you stay disciplined and on track to achieve your goals,
  • Ensure you are aware of all the financial solutions available to you,

  • Recommend appropriate financial solutions for your situation and goals,

  • Answer your financial planning questions and offer advice when life events change your situation.

Together, you and your advisor will cover many topics, including the amount of money you should save, the types of accounts you need, the kinds of insurance you should have (including long-term care, term life, disability, etc.), and estate and tax planning.

Part of the advisor's task is to help you understand what is involved in meeting your future goals.
The education process may include detailed help with financial topics. At the beginning of your relationship, those topics may include budgeting and saving. As you advance in your knowledge, the advisor will assist you in understanding complex investment, insurance, and tax matters. 

Step one in the financial advisory process is understanding your financial health.
You can’t properly plan for the future without knowing where you stand today.

Financial Reviews

A regular financial review can help you stay on top of potential risks, keep you on track to meet your financial goals, and ensure your plan is working for you.

Your advisor can help:

  • determine what you may need to do differently to reach your saving goals

  • find strategies to maximize tax efficiency

  • adjust for changes in your personal situation and life stage changes

  • suggest the right products to fit with your investment goals

While  everyone's situation and goals differ, a face to face meeting on at least an annual basis helps to ensure you are getting the best advice and making the most out of the options available to you.

Call your local branch to book an appointment with an advisor today!
 

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