As a society, we are inclined to be as self sufficient as possible, especially when there are costs involved.
However, there are several instances when we may look to hire a professional, including:
When it comes to a Financial Plan, Investments or Retirement Planning, people often try to go it alone and do it themselves, often asking, "Why should I use a Financial Advisor?" They are bombarded with ads making investing look easy and encouraging them to develop their own plan and portfolio, monitor it themselves and make adjustments as their life events change, as though it is such a simple process.
But money is emotional, and there are many complexities to a financial plan and investment portfolio, even moreso for someone in or near retirement where the challenges expand exponentially. In addition, clients may not have access to all the tools and resources necessary to fully execute a financial plan, investment portfolio or retirement strategy.
This recent study by investment giant Vanguard Investments surmised that working with an Advisor may be worth over 3% return annually, for a host of reasons mentioned in the analysis. Vanguard Study
There have been other studies reaching similar conclusions including this one by....(here I will include a PDF of the Vanguard study and a link to one other study)
But the reasons to use an Advisor at The Wealth Network are even more clear.
In fact, the reasons to use The Wealth Network are as simple as A,B,C:
Let us show you the advantages of using a Financial Advisor today.
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