In today’s climate of one page financial plans, bargain basement fund pricing and automated investment management tools, you may ask yourself: do I need a financial advisor? For the best results and tailored personal advice to help you reach your goals, you sure do.
Having a working relationship with a financial advisor is important in helping develop the perfect strategy for you and your family’s financial plan. You shouldn’t go it alone or risk making bad or impulsive choices that aren’t goal driven. You need good financial advice from a trusted source to help you make the right decisions about your financial future.
Good financial advice is timeless … and timely.
At its essence, good financial advice never goes out of style. Its principles are permanent: It should be brave and true and meant for you. At the same time, it must remain relevant in an ever-changing world. An advisor can help you embrace promising new opportunities and insights while avoiding the false leads and frightening challenges that are as formidable as ever in today’s markets.
Good financial advice looks at the parts … and the whole.
Good financial advice helps you manage your investment portfolio to preserve or increase your wealth according to the goals you set. It also helps you plan, implement, and manage other related interests: taxes, insurance, estate plans, philanthropic pursuits, business interests, real estate holdings, and more.
Good financial advice is personalized … and persistent.
Good financial advice is essential for making good decisions – not just in general, but for you: your money, your interests, your life. It’s about being in a relationship with an advisor who is there for you, not only during the promising planning stages when everything makes sense, but when your resolve is tested in turbulent markets. Good financial advice helps you find your way when you encounter challenges.
Good financial advice is wise … and compassionate.
Good financial advice is grounded in enduring academic evidence, structured process, and informed experience. But for all that, good financial advice is nothing if it fails to contribute to that which brings joy to your life, protects the ones you love, and reassures you in times of trouble. For this, a good advisor must not only advise you; he or she must listen to you.
Good financial advice is in your highest financial interests, period.
Above all, good financial advice should always and only be in your highest financial interest. Around the world, advocates are continually pressing for legislation to govern “best interest” advice in a fiduciary relationship. Such efforts are often met with resistance from those who would prefer to continue prioritizing their own best interests.
Hopefully, you’ll know what good financial advice looks like when you see it. It’s the kind that sees you through turbulent times and onward towards your financial and life goals. If this sounds dramatically different from the stock tips or market-timing tactics you’re used to hearing, that’s because it is.
Atlantic Union Bank Wealth Management is a great choice for financial advice. Our advisors always put their client’s best interests at the forefront of the relationship. Contact us today to see how our comprehensive financial planning strategies can be tailored to meet your unique needs.
Atlantic Union Bank Wealth Management is a division of Atlantic Union Bank that offers asset management, private banking, and trust and estate services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal. Deposit products are provided by Atlantic Union Bank, Member FDIC.