Developing a strategy to grow your investments, plan for a major purchase, and save for retirement takes work. While it’s possible to do much of it on your own, you’ll eventually want to seek the expertise of a financial advisor. If you’re starting to plan for your future, continue reading to find out how an advisor can help you reach your goals.

What Is a Financial Advisor?

An advisor is trained to provide financial advice to individuals looking to increase their wealth or develop an investment strategy. Most advisors work with your income and investments to create comprehensive wealth management plans designed to grow them over time. They might find ideal investments, diversify your portfolio to protect against loss, or help you plan for the future.

How Do I Find a Financial Advisor?

Working with a financial consultant is a long-term process, so take the time to meet with the advisors in your area. Great advisors are comfortable to work with and take the time to understand your goals.

Stay away from firms that rely on robo-advising. Everyone has different financial situations and goals, so robo-advising strategy cannot accurately tailor investments to your needs. These services use a computer to analyze the market and make recommendations based on your individual goals. The computer then generates recommendations without you having to consult with a single person.

Looking for an experienced financial advisor to help you start planning for the future? Contact the dedicated consultants at Daren Katayama, CPA, in Kailua-Kona, HI. Their team of experts will assist you with everything from financial planning to tax returns so that you can make the most of your finances. Regardless of your stage in life, the advisors will create a tailored plan to grow your investments and set you up for success in the future. Learn more about their services by visiting their website or call (808) 329-6635 to schedule a free consultation.