According to the National Financial Educators Council (NFEC), a lack of knowledge on how to manage one’s finances cost the average American $1,389 in 2021. This is where financial advisors come in handy. They can guide you on how you can reach your financial goals, educating you on financial products, various investments, tax advantages, insurance options, etc. If this interests you, you can compare financial advisers by first searching online. Sites like the CFP Board, U.S. News, and the Garrett Planning Network have databases of financial advisors for you to choose from.
How exactly do financial advisors help? While tax planning is perhaps the most popular service offered by financial advisors, they can assist with asset protection, retirement saving, and investment advice. In fact, the term financial advisor is broad as it includes tax professionals, money managers, security brokers, insurance agents, bankers, etc. If you want the best in the business, searching for “financial advisor ratings near me” will get you some highly regarded options. Finding a financial advisor for retirement or any other service doesn’t have to be hard with search engines around. If you need financial advice, contact us today.

San rafael wealth management

We all could be a little better at managing our finances.

This is where a certified financial advisor comes in. When you find a certified financial planner, you will be working alongside a highly-qualified and knowledgeable individual who can help you manage your finances and achieve both short and long-term goals.

Not sure if you should hire a financial advisor? Take a look at these four great services you can get when working with a certified financial advisor:

1. Asset protection: The economy is always fluctuating — and during economic downturns, you want to make sure your assets and belongings are protected from the recession. Certified financial advisors can help you do this, giving your assets a recession-proof advantage.

2. Investment advising: Investing is a great way to both grow your funds and support causes and businesses you believe in. However, if you’re new to investing, it can be a tough learning curve to navigate. By hiring a certified financial advisor, you can make smart investments in stable stocks and learn how to invest like a pro.

3. Tax planning: This is probably the most popular service that certified financial advisors provide — and for good reason. Tax season is a stressful, hectic time for many, but it doesn’t have to be when you have the help of a financial advisor. By having your advisor complete your tax forms for you, the frequency of errors (and the fees associated with them) will be lowered significantly.

4. Retirement saving: A shocking number of Americans haven’t saved adequate funds for their retirements. In fact, statistics show that a mere 4% of Americans will have saved enough money for a comfortable retirement by the time they turn 65. A certified financial advisor can help you set up a retirement savings fund so you can start saving up for retirement today. Research more here.

Leave a comment

Follow by Email