By Sean Gerlin, CFP®, ChFC®, CLU®
As a current client, you know firsthand that hiring a financial advisor can be an intimidating prospect. But you also understand what a beneficial relationship you can have with the right financial advisor.
With today’s market volatility and historic inflation, having a trusted advisor in your corner is essential. There’s just too much going on to do everything yourself. At Envision Wealth Planners, our mission is to provide goal-oriented advice consistent with the values of our firm so our clients can live their lives to the fullest.
If your friends, family, and coworkers are talking about working with a financial advisor, here are some considerations.
Financial Advisors Help When…
Even if your friends or family feel confident in their finances, they may not realize the common mistakes they’re making or the investment opportunities they’re missing out on. A financial advisor can look at every piece of your finances and help you understand the larger picture of how to achieve true financial security.
A financial advisor can help you navigate common life events, such as:
- Significant changes to income
- Marriage or divorce
- Buying or selling a house
- Having a child
- Planning for higher education
- Severe disability or illness
- Passing of a spouse
- Transition to retirement
- Questions about investments
- Questions about insurance
- Questions about tax-management strategies
- Legacy planning for heirs
Vet Your Advisor
It’s never too late to hire an advisor, and no matter what season of life you’re in, you can reap the benefits an advisor provides. That being said, hiring the right advisor is a task that should not be taken lightly. There are many different certifications, designations, and licenses in the financial services industry, each with their own education and experience requirements. Be sure you know exactly who you’re hiring before signing on the dotted line.
The CFP® certification is commonly regarded as the industry gold standard, but Chartered Financial Consultant® and Chartered Life Underwriter® certifications are also highly sought-after designations.
Can We Help Someone You Know?
At Envision Wealth Planners, we value family, honesty, and the continual pursuit of mastering our trade—and we’re happy to say that many of our clients are referrals from other clients.
If you know someone who would benefit from a collaborative advisor-client relationship, please send them our way! Consider sharing this article with them, and if they’re interested in more info about partnering with us, they can schedule a no-obligation introductory phone call or reach out to me at firstname.lastname@example.org or 407.720.6535.
Sean Gerlin is founder, principal, and a financial planner at Envision Wealth Planners, an independent financial advisory firm founded on the core values of family, honesty, and a determination to be a master of the trade. With almost 10 years of experience, Sean specializes in serving affluent families and commercial real estate executives and brokers, providing comprehensive, customized financial guidance and services for their complex financial needs. Sean acts as a family CFO, managing and coordinating the many moving pieces of his clients’ financial lives. Sean is known for his commitment to building long-term relationships and paying personal attention to each client. He is passionate about helping his clients experience the relief that comes from having organized and well-planned strategies and portfolios, and he desires to help them by shouldering some of the financial burdens they face.
Sean has a bachelor’s degree from the University of Florida and holds the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant®, and Chartered Life Underwriter® certifications. When he’s not working, you can find him cooking, eating good food, traveling, coaching his son’s baseball team, or playing golf. He loves spending time with his wife, Nicole, and their two kids, Avery and Will, and entertaining friends in their beautiful backyard. To learn more about Sean, connect with him on LinkedIn.