When You Should Work With a Financial Advisor (Video)

When You Should Work With a Financial Advisor (Video)


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. 

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Jason Egge

Jason Egge

VP, Financial Services Manager (515) 245-2892 Email Jason

Jason Egge joined Bankers Trust in 2004 and has nearly 25 years of experience in the financial services industry. Jason partners with his clients to develop retirement strategies based on thoughtful consideration of their individual needs. He follows through with them, encouraging customers to meet regularly in a comfortable environment to review each unique portfolio, ensuring that their investments meet their changing life needs. Presently, customers have collectively invested more than $90 million through Jason. Their assets include stocks, corporate bonds, municipal bonds, government bonds, mutual funds, ETFs (Exchange Traded Funds), REITs (Real Estate Investment Trusts) and annuities.

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