1) A financial advisor can help you reach your goals.
Want to travel regularly now and when you stop working? A financial advisor 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 buy your own home or a vacation home? You’ve saved for your down payment and you’re ready to pull the trigger. How much can you afford? How can you get the best interest rate? Will this be a wise decision amidst your other goals? A financial planner can crunch all these numbers for you, so you can be more confident you’re making the right decision.
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 fiduciary financial 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.