Sentences with phrase «need financial advisors»

You can also sign up for the optional wealth management service if you need a financial advisor.

Have you ever wondered if you need a financial advisor or retirement expert?

Now, with more financial tools and resources than ever before, do you still even need a financial advisor?

The fact is simple: most people getting started investing after college simply do not need a financial advisor.

So, if you're thinking of getting started investing, do you need a financial advisor?

I don't believe that young investors need a financial advisor.

The best part is, you don't even need a financial advisor to get started.

A mortgage broker may be able to get the mortgage for you (although the best SM mortgages are not available to them), but you need a financial advisor to set up the implementation and the best investments.

You don't need a financial advisor to develop -LSB-...]

Mr. Trahair comments of not needing a financial advisor reminds me of a person who got dumped by his girlfriend and declares all women are bad.

If you need a financial advisor, find one who accepts hourly or fixed fee compensation and does not take any commission money from the industry through the «back door.»

Not exact matches

If you have other children, you need to think about how your decision to help one child will affect the rest of the family, said Mitchell Kraus, financial advisor and owner at Capital Intelligence Associates in Santa Monica, California.

«By centralizing back office support and empowering CPAs and financial advisors with the tools they need to manage more complex tax, accounting, and wealth management strategies, top shelf financial and tax services become available to more people.»

If you feel you need help developing a savings plan that will keep you on a positive path toward retirement, talk to a fee - based, objective financial advisor.

Perhaps you need a mentor at work, a financial advisor or new motivator for diet and exercise.

By building a portfolio that ties back to your Family Index Number — the average annual return needed to make sure you reach your financial goals — your advisor is able to create a customized yet repeatable process.

Since those investors are just looking for the highest returns, and not say buying bonds their financial advisor told them they needed bonds as part of their retirement planning, they are more likely to jump when rates rise.

«The CFO role is more important and the position definitely needs an advanced investment background and not just an accounting MBA education,» said Keith Springer, president of Springer Financial Advisors in Sacramento, Calif..

«They're now starting to get overwhelmed with the number of robo - advisors out there and realizing they're not getting the financial planning they need from them.»

«We need to raise the bar on the quality of the education and the core standards of competency to give Social Security advice,» said Meyer, who has two main pieces of advice to financial advisors.

«The No. 1 reason that advisors need to have a plan in place is this: If you have a fiduciary responsibility to your clients, you need to ensure that their financial affairs are attended to the moment you are not able to,» Tibergien said.

If the investor needs more hand - holding and more of a human touch and has more complex financial issues, then a traditional brick - and - mortar advisor might be more appropriate.

Is a quarterly face - to - face meeting enough for your financial needs, or do you need a higher level of service, with more frequent advisor interaction?

Professional financial advisors focus on low - cost investments, locate assets properly in taxable and tax - advantaged accounts, rebalance assets and help clients decide where to draw assets to meet spending needs.

As Suze Orman, best - selling author, award - winning financial advisor and former CNBC host, writes in a recent blog post, before making a purchase, ask yourself, «Is this a need or a want?»

If you need a comprehensive financial plan or want help coping with a market meltdown, you're likely to want to turn to a trusted human advisor with high levels of financial expertise but also human qualities like communication skills and empathy.

While it's always recommended that families meet with a financial advisor to decide what level of life insurance protection would benefit them the most, a supplemental policy could act as a financial safety net, providing much needed normalcy during a very difficult time.

Evaluating your need for life insurance is one area where working with a fee - only financial advisor can pay dividends.

Whether your plan's financial advisor (if any) needs the BICE to comply with the regulation.

If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants, or attorneys regarding your individual circumstances and needs.

Helping his clients develop a clear, focused approach to financial prosperity has been all the inspiration Dan Taylor needs in his 13 - year career as a wealth advisor.

If financial advisors want to retain millennials they should start by asking what their goals are and then see if their financial behavior is helping them get there or needs some adjustments.

You'll need to consult with your accountant or financial advisor to see if this is the case for your situation.

«Financial advisors drive millennial clients away because they treat them like children, when they really need to feel they're on a team,» said Misty Lynch, a certified financial planner with John Hancock iFinancial advisors drive millennial clients away because they treat them like children, when they really need to feel they're on a team,» said Misty Lynch, a certified financial planner with John Hancock ifinancial planner with John Hancock in Boston.

Financial advisors who need brokerage services, such as a custodian for their clients» assets, technology to help them manage client portfolios, and practice management solutions to help them market and grow their businesses.

«Financial advisors must establish the relationship with recurring, proactive communication that shows value by providing advice relevant to the individuals» current needs and interests,» said Robert Roley, managing director at SS&C Advent in New York City.

«It's amazing when I work through the numbers that some people think manicures, landscapers and maids are a need,» said Michael Chadwick, a certified financial planner and president and founder of Chadwick Financial Advisors in Unionvillfinancial planner and president and founder of Chadwick Financial Advisors in UnionvillFinancial Advisors in Unionville, Conn..

«Retirement will last 30 - 40 years for many boomers, and the growth of their investment portfolio is integral to their ability to cover their financial needs in the future,» said Eric J. Schaefer, a financial advisor with Everway Investment Management in Arlington, Va. «Though inflation is considered in today's environment, that won't always be the case.

If you're working with a financial planner, make sure your investments suit your needs — not your advisor's.

On its website, the SSA says, «Social Security replaces about 40 percent of an average wage earner's income after retiring, and most financial advisors say retirees will need 70 percent or more of pre-retirement earnings to live comfortably.»

Even if you're near retirement or are recently retired, financial advisors say most investors in their 50s and 60s will need to have a significant portion of their retirement portfolio in stocks for long - term growth.

The right products for you Whether you're in Canada, the U.S. or Asia, our network of advisors will work with you to find the financial solution that's right for your individual needs.

For instance, if you ask for a referral to a financial advisor or subscribe to our email newsletter, we'll need your email address to respond to your requests.

Whether you're in Canada, the U.S. or Asia, our network of advisors will work with you to find the financial solution that's right for your individual needs.

Voya Financial Advisors president Tom Halloran provides special needs financial planning considerations for advisors to discuss with theirFinancial Advisors president Tom Halloran provides special needs financial planning considerations for advisors to discuss with their Advisors president Tom Halloran provides special needs financial planning considerations for advisors to discuss with theirfinancial planning considerations for advisors to discuss with their advisors to discuss with their clients.

DOL, via its fiduciary rule, has «created a regulatory framework that both protects consumers and gives financial advisors the flexibility to provide much - needed financial advice consistent with a wide range of business models,» the Coalition said.

This approach eliminates the need for coding and allows Financial Advisors more control over pre-styled building blocks they would like to have displayed on the site.

Of course, if you need more help, then you should talk to a good financial advisor.

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Oak Wealth Advisors was founded to provide families with special needs members with experienced and objective financial advice and investment management services that have traditionally been available only to very wealthy families and institutions.