What Can A Financial Planner Assist You With? (Part 1)
Have you been contemplating hiring the services of a financial advisor? Nowadays, it’s become quite common for adults of all ages to meet with a financial advisor or a financial planner in order to assess their financial situations and to meet their financial goals. Here are some of the types of things that a financial advisor can assist you with:
One thing that a financial advisor can assist you with is investment management. They can give you information about what types of mutual funds you should consider investing in, and how to manage your investments. Moreover, they can also explain the potential risks of different types of investments as well as how certain investments can help you to achieve your financial goals.
Another thing that financial planners can help you with is retirement planning. Too often people start saving for retirement later than they should, and also aren’t aware of how much money they will need for retirement and how long they will continue to have to work until they’re able to save up enough money to be able to retire and live comfortably during their retirement. That’s why it’s important to meet with a financial expert who can tell you how much you will need to save up, how long you will need to work, and what all you need to do in order to reach your long-term financial goals.
Lastly, a financial planner can also help you when it comes to tax planning as well. They can explain to you the specifics of different tax laws and give advice on how you can reduce your tax burden and receive better returns on your taxes. This can help you save money in the long-run and make wiser financial and investment decisions as well.
I'm Michael Rebischke, and as a wealth advisor, my job is to help you manage your financial affairs, and put a plan in place so you can focus on enjoying the life you want to life. As life continues to evolve, the impact of every financial decision is greater than ever. I work together with my clients, providing them with easy-to-understand recommendations, and helping them implement them every step of the way.