Wisconsin Rapids, Wisconsin
540 Baker St
Wisconsin Rapids, WI 54494
(715) 424-1873

The 3 Top Benefits of Working With a Financial Advisor July 16, 2018

Wisconsin Rapids, Wood
The 3 Top Benefits of Working With a Financial Advisor, Wisconsin Rapids, Wisconsin

Whether you’re investing for retirement or saving up for a trip around the world, achieving your financial goals can seem confusing and impossible. Financial services firms offer a stunning variety of products, and the industry is full of dense jargon that most people need a dictionary to decipher. An experienced financial advisor can guide you through the process, providing peace of mind and a broad array of other benefits.

3 Advantages of Working With a Financial Advisor

1. Help Clarifying Your Vision

Before you set off on any journey, it helps to know where you’re going. However, many people only have vague ideas for the future or aren’t sure how much they’ll need to make their dreams a reality. Discussions with your financial advisor will help you define what your ideal retirement would look like and encourage you to think about where you’d like to be in five or ten years.

2. Setting Realistic Goals

retirementSaving for retirement or other needs can be daunting and may seem impossible. Fortunately, a financial advisor can make these dreams achievable by setting realistic short-term goals and identifying benchmarks, keeping you focused on your financial track.

3. Setting Up a Custom Portfolio

The right investment portfolio for you depends on several factors, including how much you can afford to save, what you hope to achieve, and how much risk you can tolerate. Once you know where you’re going, a financial advisor will draw upon their extensive expertise to find the savings vehicles and investment products that will help you get there.


From his office in Wisconsin Rapids, Modern Woodmen financial advisor Scott S Paterick CLU CHFC helps his clients secure their futures and make their dreams come true. Whether you’re saving for retirement or working on any other goal, he has the tools and knowledge to create a plan personalized for you. To start working on your financial future, visit his website or call (715) 424-1873 today.


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