Financial Advisor Vs. Do-It-Yourself

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3 Undisputed Reasons To Use a Financial Advisor

You use a plumber to fix your sink, a doctor to give you advice when it comes to your health and a carpenter when you want to build a shed.  

When it comes to understanding your finances and planning for your future you should really consider working with a Financial Advisor if you aren’t already.

These are a few reasons why.

1. Experience Planning for the Future

A good Financial Advisor devotes their life to understanding how to best plan for one’s future given their current situation and future plans/dreams.

Not only does an Advisor give you advice on where to invest your money, they help you to create a budget for your current situation to help you save for the future.

A Financial Advisor will give you the peace of mind knowing you are doing the right things with the money you work so hard for.  Giving advice on the major moments in life like buying a house, looking after your children’s future and planning for the unplanned things.

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2. Less Stress

Speaking of having peace of mind, working with a Financial Advisor can help reduce stress levels when thinking about your finances.

When you know you have a good plan in place for your current and financial needs it helps you to rest easy.  

Together, you can develop a financial plan that allows you to worry less about day-to-day decisions and focus on attaining your long-term goals.

You will know you have someone in your corner.

No stress finances

2. Tusting Relationship

A financial advisor will build a trusting relationship with you to help you build your non-working life.

You can trust that they are educated to help you feel comfortable on how to use your money.

An advisor is involved consistently in the financial environment and understands what is happening. They know current strategies and products and advise you in these areas that you can’t do yourself unless you devote your life to it.

Like any good Financial Advisor I am always here to answer any questions you might have.  Feel free to contact me anytime.

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*These posts are for educational purposes only and is not intended to provide specific personalized advice including, without limitation, investment, financial, legal, accounting or tax advice. Please consult an appropriate professional regarding your particular circumstances. Some of the information contained herein might be from sources believed to be reliable, however, we cannot guarantee that it is accurate or complete. The views expressed are those of the authors and writers only. Mutual Funds and Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other insurance products and related services are offered through Newton Financial Ltd.