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Selecting a financial professional

Working with a financial advisor is an important decision. You may not have the expertise, the time or the desire to actively plan and manage certain financial aspects of your life. You may want help getting started. You may benefit from an objective, third-party perspective on what are often emotional, difficult decisions. And in today’s hectic world, it can be beneficial just to have a financial planning expert help to make sure you stay focused and follow through with your financial plans.

When do you need help?

Often a specific event or need will trigger the desire for professional financial planning guidance. These might include:

• Planning to help ensure money will last during retirement 
• Funding education
• Buying, selling or passing on a family business
• Coping financially with the death of a spouse or close family member
• Handling the inheritance of a large sum of money or other unexpected financial windfall
• Preparing for a marriage or divorce
• Planning for the birth or adoption of a child
• Facing a financial crisis such as a serious illness, layoff or natural disaster
• Caring for aging parents or a disabled child

Financial planning can help you:

• Set realistic financial and personal goals
• Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments and estate plan
• Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
• Put your plan into action and monitor its progress
• Stay on track to meet changing goals, changing personal circumstances, changing stages of your life, changing products, markets, and tax laws