The Client-Advisor Relationship - Adding Value
Your Financial Advocate
In this day and age, many services that once required the expertise of a professional can be accomplished through your computer or an app on your smart phone.
With the availability of automated investment advice (aka. Robo-Advisors), this may include managing your investments. So, with all of these technological resources available, why should you work with an advisor?
When you hire an advisor, you aren't just looking for information, you can easily get that yourself. You hire an advisor for their experience.
With experience weathering challenging markets, your financial advisor helps you adapt your plan appropriately as your life evolves, and makes suggestions about areas of your financial life that you may not be considering.
Even though an airplane comes equipped with autopilot, we still need an experienced pilot to ensure that we get to our destination safely. We place our trust in financial professionals because our journey to retirement is too important to be put on autopilot.