Why Hire a Financial Advisor?
Start the new year with financial clarity and a fresh perspective! Consider the value of a financial advisor – someone unbiased to help you cut through the noise and get organized.
“I think there’s a lot of value in a financial advisor. One is just to get organized and to have an unbiased person who can speak truth into your financial life. So many clients will come and start to work with us, and they’ve gotten so lost in the weeds and they’ve been so close to their own situation for so many years, that it’s hard to step back and say let’s take a look at actually what’s going on here and how can we sort through the noise in order to make progress towards your financial goals.”
Commas is a wholly-owned subsidiary of Truepoint Inc., a fee-only Registered Investment Adviser (RIA). Registration as an adviser does not connote a specific level of skill or training nor an endorsement by the SEC. More detail, including forms ADV Part 2A and Form CRS filed with the SEC, can be found at www.usecommas.com. Neither the information, nor any opinion expressed, is to be construed as personalized investment, tax or legal advice. The accuracy and completeness of information presented from third-party sources cannot be guaranteed.