The Advantages of a Financial Advisor for Your Future

While I would certainly recommend you educate yourself on the ins and outs of the investing world, I get that a lack of time (or interest) can make that pretty challenging. There is, after all, a lot to learn. The good news is, that’s why financial advisors exist!

Jumping right in, here are some reasons why I (Joe DiSanto) think you might want to hire a financial advisor.

You Want to Plan for Your Financial Future, but Don’t Know How

If you have a comfortable rainy day fund and can afford to start investing money in the markets, a financial advisor could help. They might even pay for themselves in a short timespan, if they help you make better investment decisions.

You Don’t Have the Time

Investment learning takes time, and it requires a particular level of interest to get a sold understanding developed. There’s a lot that goes into creating a successful investor. If lack of time is an issue for you, then an advisor option can help solve that problem.

You Want (or Need) a Third-Party Opinion

Actually, more truthfully, it would be the team of people in the strategy department, who actually craft the firms investment strategies. Often the FA is more of a client liaison, and someone you can call and cry to during market downturns.

A financial advisor is not just a tool to help you make investment decisions. They often are willing to be both a teacher and (more reluctantly) a therapist of sorts.

You Want to Learn More About Investing

Now they are not going to come to your house with a white board, and help you get your Series 7 license, but if you want to learn more about investing, hiring an advisor can be beneficial.

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