Is hiring a financial advisor worth it? 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?
Envision Wealth Planners, values family, honesty, and the continual pursuit of mastering our trade. 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 connect@envisionplanners.com or 407.720.6535.
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