Do I really need a financial advisor? When to Hire a Financial Advisor

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If you are considering working with a financial advisor, be sure to watch this video.
He can give you some scenarios in which it would be wise to work with an advisor.
-Dave Zoller, CFP®

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Someone asked me the other day, "Do you think I really need to work with a financial advisor?" So I told them the Warren Buffett quote: “Never ask a barber if you need a haircut.” But then I let him know at Streamline Financial that we're really not salespeople and we're not desperate to work with new clients and we only want to work with people who will actually benefit from it. In fact, we don't work with anyone for whom our value is not greater than the cost of working together. So I wanted to share a few reasons why this might be a good thing. idea of working with a financial advisor. and by the way, if you don't want to work with an advisor, check out the DIY retirement plan in the description below. So, onto the first reason why you might want to work with an advisor. . You reach a certain level of assets where you realize that one mistake made can mean a lot of money and a big mistake is no longer a mistake you can afford. One must be aware of the fact that every financial decision is partly financial and partly emotional. And as we get closer to retirement, the emotional part of decisions becomes greater and greater. I frequently talk to people who decided to move a large portion of their investments into cash because they felt it was the right thing to do. 10 years ago they would not have made this decision, but now, as they will soon use this money as income, they wanted to secure it. but there are better ways to secure your nest egg and your income. And it’s NOT by purchasing insurance or annuity products.

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#retirement #how much to retire #retirement planning

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Disclaimer: Because we do not know your specific situation, none of this information should be construed as tax, legal, financial, insurance, financial, or other advice and may be out of date or inaccurate. It is your responsibility to verify all information yourself. This content is prepared for entertainment purposes only. If you need advice, please contact a qualified CPA, attorney, insurance agent, financial advisor, or the appropriate professional for the matter with which you seek assistance. Streamline Financial Services, LLC or its members are not responsible for any use or misuse of this content.
Disclosures: Securities offered through LaSalle St. Securities LLC (LSS), member FINRA/SIPC. Advisory services offered by LaSalle St. Investment Advisors LLC (LSIA), a registered investment advisor. Streamline Financial Services is not affiliated with LSS or LSIA. LSS is affiliated with LSIA.