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Top 10 reasons you need
a Fee-Only Financial Planner
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- You do not have the time to devote to your finances, and
they are suffering from neglect. Life is very busy, and there
are only 24 hours in a day. Although most of our clients are
capable of managing their own finances, they prefer to spend
their limited amount of free time on more important things
than worrying about money
- You want to work with someone who is not compensated by commissions,
so you will know the financial advisor is working solely for
your best interest and has no hidden agendas.
- You are getting close to retirement
and you want to know if you are "on-track" and
can afford to retire.
- You are overwhelmed by all of the new information from the
recent changes in the tax laws, retirement plans, estate taxes,
and college funding choices.
- You want to find a financial advisor you can trust. Someone
you can consider as a partner in helping you achieve your goals.
- You want to become educated on financial issues.
- You are concerned that your finances are not appropriate
for your tolerance for risk, and/or your goals.
- You have important decisions coming up, and you don't know
where to begin (e.g., buying a home, deciding between a lump
sum distribution or an annuity for your employer's retirement
plan, an inheritance, whether to buy long-term care insurance,
whether to start distributions from an IRA, how to fund your
child's or grandchild's college education, etc.)
- You feel that you are saving and doing all the right things,
but your assets are not growing as they should.
- You are overwhelmed by too much financial information in
magazines, on TV, or on the internet, and it is impossible
to filter the useful information from the damaging sales pitches.
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For more information on Coastal Financial Advisors and the services we
provide,
please contact us directly by calling 732-686-2330, or by filling out
our online form. |
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