Should You Be Working with a Financial Planning Professional?

How can you get closer to achieving your financial goals? Depending on your income, assets, investments, and personal knowledge of finance, you may feel you can do a great job managing your money on your own. However, more and more people are turning to professional financial advisors for help, especially as they approach retirement.

Below are a few articles to help you understand the benefits of working with a financial professional, what an advisor can do for you, and why it is important to look for the CFP® designation in an advisor.

What Can a Financial Advisor Do for You?
More people are now seeking financial guidance, but how can a financial advisor make a difference, and is the advice worth the cost? From saving you time, reducing your stress and helping to avoid costly mistakes, see why professional advice may be beneficial for you. Read more here. >

Financial Planning Helps You See the Big Picture
Do you picture yourself retiring comfortably, traveling the world or owning a vacation home? These are a few of the financial goals that may be important to you and each come with a price tag. That is where financial planning comes in, helping you target your goals and evaluate your whole financial picture. Read more here. >

Why It is Important to Work With a CERTIFIED FINANCIAL PLANNER™
While you may think all financial planners are certified, that is not true. Only advisors who have fulfilled the certification and renewal requirements of the CFP® Board can use the CERTIFIED FINANCIAL PLANNER™ mark. This rigorous program includes education, examination, experience and ethics, all of which are key to trusting someone with your investments. Read more here. >

We hope you find these articles informative and helpful in deciding if working with a financial professional is right for you. LifeTime is proud to have 12 CFP®s on our dedicated team. If you have any questions regarding these topics or would like us to run a FREE portfolio fee analysis for you, feel free to contact us or speak with any of our financial advisors. We’re here to help!