Do I Need a Financial Advisor?
Are you asking yourself, do I need a financial advisor? The short answer is yes, you probably do. A financial advisor is a professional who can assist you with your finances in a number of ways. This professional can help with investing, financial planning, retirement planning and more.
Obviously not every single person needs a financial advisor. However, if you have a certain level of investable assets and are thinking about your financial future, working with a financial advisor is key.
Who Should Have a Financial Advisor? There is no specific age, career point or salary level when it becomes apparent that you need a financial advisor. Generally speaking, when your financial life is more complicated than simply depositing your paycheck and taking out money, it is time to find a financial
Another sign that it's time for you
to get a financial advisor is if you're going through any major life transition. This could be anything from starting a family, receiving a sizable inheritance or going through a divorce. If you have kids, for instance, you'll want to start thinking about
saving up for their college education and possibly passing on an inheritance. The right financial advisor can help you do these things.
The Bottom Line. There is no hard-and-fast rule for when it is time to get a financial advisor. There are few things to consider,
though, if you're trying to decide if you need a financial advisor.
If you have enough money in your bank account to start investing, you might want to find an advisor.
A financial advisor can help you make sense of all of these tasks. Financial advisors can holistically examine your financial situation and help you craft a financial plan to ensure you make decisions that are in line with your larger financial goals.
Please reach out to Cornerstone Wealth Management to start
building a strong financial future.
Source: Smart Asset 8/21/19
Cornerstone Wealth Management
486 N.W. 2nd Ave.
Canby, OR 97013
es and advisory services offered through LPL
Financial, a registered investment advisor. Member
The opinions voiced in this material are for general information
only and are not intended to provide specific
advice or recommendations for any individual.