Signs You Need A Financial Advisor - Part 1
Have you been thinking that you might be in need of financial services, but aren’t sure if you should actually consider meeting with a financial advisor or not? Here are some signs that you need a financial advisor even if you don’t realize it:
You Have A College-Bound Child
For parents who have been saving up money for their child or children to go to college, and who have a child or children who are planning to go to college, it’s very important to meet with a financial advisor as early on as possible. The reason is because there are lots of financial mistakes that parents can unknowingly make and, if you do your college planning poorly and don’t know what all your options are for financing their education, then you may not be able to afford to send your child/children to college. That’s why careful planning far in advance can help you to save more money and to find ways to help your child/children’s college savings cover as much of their education as possible.
You’re Not Sure If You’re On Track For Retirement
Another sign that you should look into meeting with a financial advisor is if you’re not sure if you’re on track for retirement. Retirement is something that requires long-term planning, long-term saving, and long-term investing. That’s why, if you aren’t sure if you are on track for retirement or how to better plan for your retirement, you should consider meeting with a financial advisor.
You’re In A Higher Tax Bracket
Lastly, if you’re in a higher tax bracket, you will most likely need the assistance of an expert financial advisor to advise you on how to take advantage of savings strategies so that you don’t end up having to pay so much in taxes before or during your retirement. A financial planner can help you to save more of your hard-earned money and pay less in taxes in the long-run.
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.