Mark M. Martiak
Managing Director Investments, AIF®

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© 2018 Mark Martiak, AIF®  |Managing Director Investments

Why You Need a Financial Advisor

Thursday, April 12, 2012

Professional financial help goes far beyond picking stocks. Hiring an advisor arms you with expertise and resources with which to approach planning your financial future; especially as you increase your income and take on more responsibilities and investments. This coaching and support can help you to smoothly endure and make the most of the circumstances in your life – career, marriage, children, assets, liabilities, etc. Financial plans constructed by an advisor include a target asset allocation that gets rebalanced regularly to ensure it remains consistent with a client’s investment goals.

 

An advisor can help investors better understand the historical risks of different asset classes and determine one’s comfort level through good and bad markets.

 

Indeed, time spent devising and implementing a well-researched and sound financial plan will likely yield:

  • More money for you and your family

  • Better preparation and flexibility for life changes

  • Increased protection against mistakes and unexpected circumstances

An investment in financial management provides strategies designed to improve your odds of permanent wealth and comfort. This planned approach to success is the result of a multi-step process. You must:

  • Set achievable 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

  • Revise your plan to accommodate changing goals, changing personal circumstances, changing financial opportunities, and changing market and tax laws

  • The planning process requires skill, knowledge, diligence, and discipline, but great reward makes it well worth the time and effort.

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