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Synopsis

Financial professionals are trained to deal with a wide range of financial topics. They help you set financial goals and priorities and map out specific steps to help you meet them. You would benefit from the services of a financial advisor if you want more money for you and your family and would like to be better prepared for life’s unexpected changes.

So the most important question is—can I reach all my financial goals on my own or should I use the experience and expertise a financial professional provides? I believe most individuals would benefit from hiring a financial advisor; however, you may not need one if you have solid expertise in investments, enjoy reading about investments and doing research, have a lot of time available to invest in learning, and have lots of discipline. You do need a financial advisor if you are frequently afraid you are going to make a mistake with your investments, came into a windfall such as an inheritance, or have specific financial goals that you want to reach. An advisor will maximize the likelihood of you reaching your goals.

Choosing the right advisor is critical for your financial future. Hiring the wrong advisor that is not well-suited to your needs is a danger that can be avoided through sound research and by following the steps that I lay out in this book.

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