The Value of a Good Financial Advisor

4 Reasons Why Having a Good Financial Advisor is a Worthwhile Investment

In today’s complicated global economy, the right path to reaching your goals can often be difficult to see and follow on your own.

A good financial advisor is a trusted partner, offering value in numerous ways:

1 – Expertise

- Has the tools, knowledge and skill to help guide your investment decisions and to successfully execute your financial strategies
- Closely monitors global markets – adjusts your financial plan to respond to changing market conditions as required
- Addresses short-to-mid term investment performance expectations

2 – Consulting

- Takes the time to listen and understand your needs, goals and aspirations to build a financial plan that’s right for you
- Takes the emotion out of investing by helping you stay focused on your financial goals
- Considers and anticipates your future financial needs giving you peace of mind

3 – Simplicity

- Offers financial advice you can understand, tailored to your level of sophistication and personal preference
- Has a clear plan in place for your individual goals
- Stays up-to-date on the latest financial trends, strategies and market performance, so you don’t have to
- Provides full disclosure of fees and advisor compensation

4 – Commitment

- Has a defined scope of contact including original, valuable newsletter content provided on a regular and consistent basis (i.e. at least quarterly)
- Regularly checks in with you to ensure your financial strategy continues to align with your life circumstances
- Offers at minimum annual in-person meetings for regular review of your objectives

How I can Help You

My practice’s continued success depends upon exceptional client investment experiences.

Let’s put you first by reviewing how we can better help you achieve your financial goals.

Contact me today if you are looking for expert financial advice or if you decide you simply need to make a change.

Nathan