Why People Value Their Financial Advisor

Whether you’re detail-oriented or just want to delegate, trust is key. Find an advisor you can rely on to provide advice that is valuable to you.

“Different people value different things about their financial advisor. Some people really value their financial advisor because they’re paranoid. They’re paranoid that they’re not getting everything right. They’re missing some investment angle or some tax efficiency strategy or financial planning strategy and they want to get everything right because they don’t want to leave money on the table. And we can help with that being experts in the field, we help with that.

Other people value their financial advisor because they don’t want to deal with it. They either don’t have the time or the expertise or really the interest in managing their own finances and they just want it outsourced to somebody that they can trust. And so whether you are the paranoid type who wants to make sure you’re doing everything you can do now to set yourself up for later, or the person who just doesn’t want to deal with it, I would say the major overlap between those two people is the level of trust. You want to find somebody that you can trust is going to give you the right advice.”