1) An advisor can help you reach your goals
Want to travel regularly now and when you stop working? A financial planner can help create a game plan so you can enjoy your money now, while also saving enough so you can enjoy your retirement. It can mean a difference of your money lasting until 75 or 90.
Want to help pay for your child’s college? A financial planner can advise you on the best tax-advantaged college savings plan you can use. So you can invest for your child’s future, tax-free.
Tired of paying your student loans? An advisor can help accelerate your goal of fully paying off your student loans. If you work for the government or a non-profit, an advisor can help you navigate the Public Service Loan Forgiveness Program. If you work in the private sector, an advisor can help you determine if refinancing that student loan will save you money.