The Benefits of a Financial Advisor

Here are some of the common methods people employ to create a financial plan:

  • Save as much as possible and stash it in the bank until a need arises.
  • Hope for an inheritance or other windfall.
  • Invest in assets based solely on a historical rate of return.
  • Do whatever some “expert” on TV or the Internet said to do.

BenefitsThere’s little chance that any of these methods will help you achieve your retirement and other savings goals.

What can help you successfully plan for retirement and other financial needs is working with a professional insurance and financial advisor.

Having the right advisor means working with trained, licensed professionals who understand how to integrate financial knowledge with the unique needs of individual clients. Qualified professionals understand what a client needs to have in a portfolio to achieve his or her goals. They also analyze the landscape for changes in tax laws, market trends and products that could impact a client’s plan. They remain in constant contact with their clients to know when their circumstances change.

Insurance and financial advisors also recognize that financial success is about much more than earning a rate of return. A comprehensive plan designed to meet a client’s objectives must factor in taxes, inflation, the risk of market losses, longevity, the risk of illnesses and long-term disability, and the dynamics of that client’s world.

The complexities of our financial system and the intricacies of life make it difficult to develop a successful savings plan without professional help. Enlist the services of Infinite Wealth Advisors for financial education, guidance and peace of mind.


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This information has been provided by a licensed insurance professional and does not necessarily represent the views of the presenting insurance professional. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting the insurance professional makes no representation as to its completeness or accuracy. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax, trust and estate, or investment advice. Infinite Wealth Advisors is not an investment advisory firm.  Investment Advisory Services provided by NAMCOA® – Naples Asset Management Company®, LLC, a federally registered investment advisor, website: .