It’s Time to Talk to a Financial Advisor
Donald M Fink has been helping his clients grow their wealth and plan for their successful retirement for over 40 years. Many of his clients took the initiative to talk to a financial advisor at an early stage in their lives or career. Here are some signs that you need to start talking to a financial advisor.
You have investments, but you don’t know how much you pay for each month in fees
If you are self-starter and love investing in mutual funds, then you must know that there is no free ride when it comes to management of funds. IF you are not paying attention to this, then you might want to talk to a financial advisor to review your investments. Mutual funds fees can eat your profits, so choosing the right fund will help you with larger gains.
My tax refunds are higher than my paycheck
Getting a higher refund each year may mean that you are paying too much into your contributions. You may want to have what you are paying into your bi-monthly contributions reviewed so you can take advantage of long-term savings. At The Advisory Co, we’ve have helped thousands of clients convert their contributions to long-terms tax-deferred investments. Call us today to schedule an appointment.
What is your legacy plan?
The goal behind great financial planning is ensuring that your loved ones are taken care of in the instance of death. If you are unsure about how to plan or if you are realizing that you need assistance, this may be a great time to talk to an advisor.
Are you saving enough money?
Over my career, I’ve had a lot of a clients in the later age approach me about retirement; however, my first question to them is whether they are saving enough money and if so, are they aware of how much. The key to a successful retirement planning is knowing that you are saving enough for the long haul.
At the Advisory Co, we have an impeccable record of providing sound financial advice to our clients. Call us today at 702-869-1919 and let us get you setup with a retirement expert.
Donald M Fink has been advising and helping high income individuals and business owners with strategies for over 40 years. He continues to consult with private clients in the areas of estate planning, wealth management and asset preservation and to this day maintains Life & Qualifying membership and Honor Roll status in the Million Dollar Round Table (MDRT).