Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council*, a lack of personal finance knowledge costs the average American $1,300 a year.
A Financial Advisor could save you
$1,300 a year
Finding a good financial advisor can help you avoid these costs and focus on goals. Financial advisors aren’t just for rich people—working with an advisor is a great choice for anyone who wants to get their personal finances on track and set long-term objectives.
Consider this example: A recent Vanguard study found that, on average, a hypothetical $100K investment would grow to over $190k under the care of an advisor over 25 years, whereas the expected value from self-management would be $110k. The hypothetical study discussed above assumes a 5% net return and a 3% net annual value add for professional financial advice to performance based on the Vanguard Whitepaper “Putting a Value on your Value, Quantifying Vanguard Advisor’s Alpha”.Seeking help from an excellent financial advisor can increase your income
more than 60%!
Consult a Financial Advisor
You’ll begin by answering a few questions about yourself and your current finances, and then we’ll match you with an advisor suitable to your needs.
Why Work With A Financial Advisor?
It’s more important than ever to have a solid financial plan in place. In fact, among those who work with a financial advisor, 84% said that doing so gave them a greater sense of comfort about their finances during the COVID-19 pandemic, according to a survey conducted in 2020 by Age Wave and Edward Jones**.
A financial advisor provides advice and guidance to clients regarding investments, insurance and other financial planning matters. They also help clients set financial goals and make plans to achieve those goals. And perhaps most importantly, a financial advisor can help you prevent making emotionally charged decisions to buy or sell investments. Do you need help managing your money? If you’re like many Americans, you might need a hand. According to the National Financial Education Council*, a lack of personal finance knowledge costs the average American $1,300 a year.
Click Your State to Get Matched With Financial Advisors That Serve Your Area
Find The Right Financial Advisor For You
Ultimately, determining whether a financial advisor is worth your money depends on your unique personal and financial circumstances and finding an advisor who aligns with your goals, listens to your needs, and acts in your best interests. If an advisor does these things and more, they will most likely be a good financial investment.
Consult a Financial Advisor
You’ll begin by answering a few questions about yourself and your current finances, and then we’ll match you with an advisor suitable to your needs.
*National Financial Education Council, **Age Wave and Edward Jones Survey