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Why use a Financial Advisor?

Many people find the task of selecting an investment portfolio too daunting to undertake on their own. They realize they don't have the experience, time, training, or patience to make informed investment decisions alone. That's where the value of a financial advisor can be very beneficial. Here are some of the investment services provided from a financial advisor:

  • Professionally managed asset accounts
  • Mutual funds / Exchange traded funds 
  • Stocks and bonds
  • Fixed and variable annuities
  • Life insurance
  • Tax-advantaged investments
  • Long-term care insurance
  • Disability insurance
  • Retirement plans
  • Money market funds

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