When You Should Work With a Financial Advisor
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.
- 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.
- 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.
- 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.
Bailey Davis 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.
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