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 …
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.