Scottsboro, Alabama

Financial Planning 101: Who Should Hire a Financial Advisor? November 28, 2016

Scottsboro, Jackson
Financial Planning 101: Who Should Hire a Financial Advisor?, Scottsboro, Alabama

From setting aside enough money for retirement to being the beneficiary of a huge inheritance, not knowing the next steps to take can be confusing. A professional financial advisor will guide the way for you. Raymond James Financial Services Inc., member FINRA/SIPC has earned a stellar reputation for customized financial planning designed to address the unique short and long-term goals of their clients in Scottsboro, AL.

Who should have a financial advisor? The answer varies, but generally, anyone who needs guidance on personal money matters and their impact on family members. If you need assistance in any of the following areas, consider reaching out to a CERTIFIED FINANCIAL PLANNER™ professional:

  • financial planningImpartial Advice: A financial advisor who is a CFP® practitioner has your best interests in mind. As a third party, they will provide you with impartial advice to help avoid costly mistakes when it comes to returns on investments, the sale of a home, or saving for retirement. It’s crucial to have someone in your corner who will give you the information you need to make the hard financial decisions that benefit you in the long run.
  • Planning For The Future: For some people, retirement seems far off in the horizon. A financial advisor has the specialized training and knowledge to help clients see the big picture and provide customized solutions to prepare for it. If living comfortably during your golden years or having enough savings to purchase a home in five years are among your goals, you’ll receive realistic financial planning suggestions to help realize them.
  • Professional Money Management: Depending on the assets a person has, a financial advisor can also oversee your investments and other money matters. Their expertise is especially critical for families setting up care plans for children with special needs or elderly parents. Advisors are in place to honor your wishes while providing financial planning solutions designed to benefit you and loved ones.

As you do your homework on finding a financial advisor, a good starting place is the CERTIFIED FINANCIAL PLANNER™ website to check credentials on certifications. The site is also an excellent resource for qualities to look for before making a final hiring decision. Seek out specialists who have established clients, are trustworthy, and are committed to your personal interests.

Take control of your financial future by partnering with Raymond James Financial Services to help realize your financial planning goals. To schedule a consultation, call (256) 575-8160 or visit their website.

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