- Greater Satisfaction. Investors want to feel confident and secure about their financial affairs. Having a professional to talk to, rather than casting about alone, can provide valuable reassurance in troubled times.
- Change of direction. Sometimes it’s as simple as looking at your portfolio and asking, "Well, how well have I been doing without a financial advisor?"
- Straight advice. As a financial professional, I am registered to give objective investment advice. I constitute the emotional firewall between you and the often-alarming financial media.
- Diversification. A portfolio can be prevented from falling apart by diversifying investments across appropriate asset classes.
- Experience. I work with a range of clients who have different objectives, risk tolerances, risk capacities, and cash-flow needs. My experience gives me an edge over those who manage only their own investments.
- Expertise. My skills and expertise can potentially save clients time and worry.
- Protection. I work with a major firm that has a compliance department to help protect clients’ interests and ensure that they’re treated fairly.
- Panic prevention. My job is to shield clients from panic-inspired decisions during market corrections—as well as irrationally optimistic expectations during bull markets.
- Goal setting. I can help clients establish realistic investment objectives—and constantly remind them of these original goals and time horizons in both good and bad markets.
- Market education. I give my clients information so that they can make an educated decision regarding their assets.
- 401(k) rescue. Over the last two years, many investors have been managing their own 401(k) plans—and watching them shrink. I can help.
- Investment opportunities. I’m armed with expertise and wisdom that can help investors take advantage of some of the best corporate opportunities of all time. I can also determine whether alternative investments are appropriate for clients.