How a financial professional can guide you through choppy seas

In these trying times, even those with veins of steel can find themselves nervous about the market's direction and what it could mean for one's financial future. And the unprecedented nature of the novel coronavirus—and its ability to shutter businesses and services nationwide—can make it hard to take lessons (or comfort) from previous corrections and recessions. Fortunately, the objective data and guidance a financial professional can provide can go a long way toward calming an investor's frayed nerves.

Read More

Times to call your financial advisor

Most of us go to see professionals when we’re in trouble or during times of crisis. Think about it. We go to the doctor when we’re sick. We go see a lawyer when we have a pending legal matter. We go see a counselor when we’re feeling depressed.

As a financial advisor, unfortunately, I often hear from clients after something has happened – and sometimes I’m limited in how I can help. Sure, I can often make a situation better, but if I knew about what my clients were facing sooner, I can usually help them avoid lots of heartache and often save money.

Read More
Subscribe to financial advisor