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
Helpful Information
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
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What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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Why do Renters Have to Save More?
How much more would retirement cost if you owned your home rather than rented? It could actually be several times less.
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