Covington, Kentucky
40 West 5th Street
Covington, KY 41011
(513) 784-9150

4 Good Reasons Everyone Needs a Financial Consultant June 21, 2017

Covington, Kenton
4 Good Reasons Everyone Needs a Financial Consultant, Covington, Kentucky

Managing your personal finances is a much more involved task than you might think. Overwhelmed by the variety of choices and the sheer complexities of the market, many people simply invest in a savings account or an employer-supported retirement plan and hope for the best. While this strategy might help you put money away in the long run, getting the most out of your investments requires the expertise of a skilled financial consultant.

4 Reasons to Hire a Financial Consultant

1. Comprehensive Financial Advice

financial consultantA good financial consultant will not only take care of your investments but will also look after all of your assets, making sure everything is taken care of. For instance, many will remind you to update your estate planning documents if your financial situation changes, or help decide how much life insurance your family will need if something happens to you.

2. Long-Term Plans

Many investors follow hot trends in the market and choose plans based on their performance for a single quarter. While you might make a little money with this strategy, achieving your financial goals requires a more long-term plan, informed by an in-depth understanding of the market.

3. Clear Financial Goals

Without a specific plan with timelines and target amounts, goals are more like vague aspirations. A financial consultant will help clarify your goals, examine your financial situation, and help establish solid benchmarks and a plan to meet them with regular checkups to measure your progress.

4. Time Savings

Many people are simply too busy to handle the careful research and comparison shopping to develop a comprehensive financial plan. Having your own financial plan allows you to concentrate on your family and career, knowing that your investments are in good hands.


Evergreen Advisors is a team of financial consultants and investment advisors dedicated to bringing Covington, KY, residents the comprehensive services they need at rates they can afford. Visit their website to learn more about how they can help you achieve your dreams, and follow their Facebook for regular financial advice. To schedule a consultation with a financial consultant today, call their offices at (513) 784-9150 today.

File #0943-2017

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