When You Should Work With a Financial Advisor (Video)

Transcript

Your financial situation changes over time, and a financial advisor can support you at every turn. Here are a few situations when working with a financial advisor may be especially helpful.

1. You’re just beginning to invest and you’re not sure where to start. A financial advisor can assess your financial situation, goals and risk tolerance to create a comprehensive plan that’s unique to you.
2. You’re experiencing big life changes that alter your risk tolerance. If you’re nearing retirement, paying for a child’s education or experiencing another life change, a financial advisor can help you choose an investment option based on the level of risk you’re comfortable with.
3. You’re experiencing financial hardship. Financial advisors have the expertise to help you get back on track. Unexpected financial issues can arise, and having a professional on your side can be the key to overcoming them.

Ready to begin planning for your financial future? Learn how to get started at Education.BankersTrust.com.

Jason Egge is a Financial Advisor with Securities America Advisors, Inc. Securities offered through Securities America, Inc., member FINRA/SIPC. Bankers Trust, BTC Financial Services, a division of Bankers Trust, and Securities America are separate companies. Check the background of this investment professional on FINRA’s BrokerCheck.

Not FDIC Insured. No Bank Guarantees. May Lose Value. Not a Deposit. Not Insured by Any Government Agency. 

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