Why Consult a Financial Advisor



Working with a Financial Advisor is a solid investment in your financial health and security, especially if you’re nearing retirement age. Besides helping you make sound investment decisions, your Financial Advisor will help you develop a Financial Plan and stick to it.


  • Our firm offers comprehensive retirement and financial planning services.
  • We will work closely with you to prepare a comprehensive financial plan in pursuit of your financial goals, so you can live the life you imagine.
  • As Independent Investment Registered Representatives licensed with Avantax Investment Services and as Investment Adviser Representatives with Avantax Advisory Services we will help you implement your Financial Plan and manage all of your Retirement Accounts.
  • As Fiduciaries we are committed to doing what is in your Best Insterests.


FIVE REASONS... you should consider working with a financial advisor.


There are plenty more, of course, but these will get you started.

1. You’re approaching retirement age

You’re nearing the age when retirement becomes a reality. Working with a financial and tax advisor can help you answer the all-important retirement questions like:


  • How much money will I really need to retire comfortably?

  • How should I handle withdrawals from my retirement accounts?

  • How long will my retirement savings last?

A good financial advisor can help you go over your retirement plan, if you’ve made one, or create one if you haven’t.


The benefits of this advice will not only make for a more secure financial future, but greater peace of mind.


2. You don’t know whether you’re saving enough money

With savings, investments, and retirement accounts, it can be hard to know for sure if you’re saving enough to securely provide for yourself and any dependents. A financial advisor can walk you through various scenarios and give you numbers to aim for.

3. You have an important goal or vision that you want to achieve during retirement.

Many retirees these days are finding that they don’t want to live the traditional retirement lifestyle. Instead, seniors are starting businesses, beginning encore careers, and more.

If this sounds like you, a financial advisor could be an invaluable partner in helping you pursue your dream. He or she can help you figure out how much money you need to save or invest, as well as look at ways to supplement your retirement income.


Remember doing what you love in your retirement is freedom and loving what you do is happiness !

4. You need help sticking to your financial plan

Most of us can do pretty well at coming up with a plan of action. It’s the follow-through that can be difficult, even for those of us who are financially savvy.

Having a financial advisor who will regularly review your progress and help you make necessary adjustments can go a long way toward ensuring that you actually stick to the plan you set up. And that’s not to mention the fact that he or she will also help you create that plan to begin with, putting you that much closer to meeting the financial goals you’ve outlined.


5. You’re worried about discussing your financial plans with adult children  

Talking about money with family members is right up there with talking about what you want at your funeral – nobody likes doing it. However, it’s very important for everyone involved that someone knows and is able to carry out your wishes, should that become necessary.

A financial advisor can be a great help in this situation. First of all, an advisor can help you ensure that you’ve gone through every eventuality that you should consider, so that you have a coherent, solid plan for your future.

And second of all, your advisor can even help mediate that conversation between you and your children if needed. The presence of an unbiased third party may make the conversation easier.





*Investments are subject to market risks including the potential loss of principal invested.