3 Big Reasons to Work with a Financial Advisor

3 Big Reasons to Work With A Financial Advisor - woman at computer screen trying to figure out investing

When it comes to investing for your future and planning for retirement, you might think to yourself:

"I'll just watch a few YouTube tutorials and figure this all out on my own. Why should I work with a financial advisor?"

While there are countless reasons why working with a financial advisor is beneficial for you, let’s talk about three of them here.

Expertise

When you or a family member gets sick, what’s the first thing you do? You Google it!

Trust me, I’ve been there.

Now, if I relied on the WebMD “self-diagnosis” I’ve given myself in the past, I'm pretty sure I wouldn’t be around to write this article today.

With increasingly complex financial markets, finding a trusted and qualified financial advisor is more important than ever.

An advisor understands the importance of not only helping you reach your financial goals but ensuring that you understand the reasoning behind each step taken.  Finances, markets, economy… it’s what advisors study and learn about every day.

So, when I get sick, I go to the doctor.  Plain and simple.  Sorry Google.

Time

Your time is so valuable, especially as your life and the world around you become more and more fast-paced.  The real question is - what do you want to spend your time doing?  

There are some things I enjoy making time for, such as training for a half marathon.  But even though this was something I enjoyed researching, I still turned to a professional for help to start training right.  It was worth it - it saved me time!

When it comes to investing, I've met many people who would much rather rely on a professional financial advisor than "Googling" financial investments and planning into the late hours of the night.

Working with a financial advisor who has time and experience to review your portfolio and evaluate investment alternatives makes sense for most people.  Invest your time doing the things you actually enjoy!

 

Guidance

There are ups and downs in financial markets - just as there are in your own life. Emotions tend to drive many choices and often cloud judgment.

One example I see is when the markets are rising and things are going well, that’s when most individual investors tend to buy.  In reality, this is the wrong time to do so.  The best time to buy is when markets are down so that your purchase of mutual funds or stocks will be at a “discount.”

An advisor offers stability which guides you during the good times and the bad times - helping you to follow a disciplined plan.

So, if you’re ready to work with a financial advisor who will provide expertiseguidance and free up your time, I’d love to meet with you!

Want to connect with Tawna? Fill out this form.

First
Last

Email

Phone

Address

Tawna Hermanson Tawna Hermanson is a Financial Advisor and has been a part of Financial Strategies Group since 2008.

Tawna serves as a Dave Ramsey SmartVestor Pro for North Dakota and Minnesota.

SmartVestor logo

Tawna Hermanson

Tawna Hermanson is a Financial Advisor and has been a part of Financial Strategies Group since 2008.

Tawna serves as a Dave Ramsey SmartVestor Pro for North Dakota and Minnesota.

SmartVestor logo

Sign up for our newsletter