Do You Need a Financial Advisor?

Financial advisors use their expertise to provide direction to clients who need to know how best to utilize their available funds. If you find yourself having difficulty managing your finances, allocating your funds, or deciding which investments to make, it may be time for you to seek the help of a good financial advisor.

US News says that even people who believe that they’re fully capable of managing their own money might need advisors because they could be missing out on prime opportunities. How else can you know if you need to work with a professional? If your case fits any of the following scenarios, then you should definitely seek help:

  1. You have minor children and no written provisions for their care in the event that you and your spouse die.
  2. You make your 401(k) choices based on the top-performing plan choices from the prior quarter.
  3. Your “financial goals” are actually vague hopes.
  4. Your investment portfolio is really a collection of accounts and holdings without rhyme or reason.
  5. You are capable of handling your own finances, but you never get around to it.

To ensure that you’re equipped for any eventuality, consult Financial Brokerage Services. They will assign a competent DC financial advisor who will conduct an in-depth analysis of your financial situation and come up with a sound investment strategy best suited to your needs.

Financial Brokerage Services has been in the business of wealth management and financial planning for almost 30 years. Their expertise includes estate planning, projecting assets for retirement and survivor income, analyzing cash flow and income tax liabilities, minimizing tax liabilities, reviewing investments and assessing risks and returns, identifying and recommending investment strategies, monitoring investment portfolios, and much, much more. Their services are designed to not only protect, but also grow your assets and wealth.

If you’re looking for a financial advisor in Maryland, DC, or Virginia, call Financial Brokerage Services. To know more about their services, visit www.financialbrokerageservices.com.

 (Article Excerpt from 5 Reasons to Consider Hiring a Financial Advisor, oney.usnews.com)