Broker Check

Financial Review

Benefits of a Financial Service Review

Whether you’re an individual saving for retirement or a multinational corporation, taxes play a significant role in your financial picture. That’s why your finances and investments can’t be properly managed in a silo. It’s only when your finances are viewed from a holistic perspective – one that considers the impact of taxes on each financial and investment decision made – that an accurate and complete picture emerges.

Why consider working with a Wealth Management Reps Advisor?

Our Advisors understand that building wealth for the long term requires careful analysis and deep understanding of all aspects of your financial picture. An Advisor can help you build a comprehensive financial road map as you deal with common challenges such as:

  • Marriage
    When a spender marries a saver, the relationship can suffer. But when both spouses can agree on common financial goals, things get easier. An Advisor can help partners set realistic goals and create a path to pursue them.
  • Having children
    The financial responsibilities of parenthood can be intimidating. Will you be able to fund their education? What if something happens to you? Your Advisor can help you navigate the maze of financial decisions that arise when you have a baby.
  • An aging parent
    The cost of elder care is rising – whether care is delivered at home or in a facility. How can you take care of aging parents’ needs without jeopardizing your own retirement plan? Consult an Advisor today.
  • Buying a home
    When will it make sense for you to buy? How much house can you afford? And where will you get funds for your down payment? You can work with an Advisor to develop a savings plan that will put you in the home that’s right for you.
  • Unforeseen circumstances
    For better or for worse, financial surprises can require adjustments to your long-term goals. Your trusted Advisor can help you put an inheritance or other sudden windfall to good use – and protect yourself against the damaging financial consequences of a divorce or lawsuit.
  • Job change
    Once you’ve settled into your new role, what should you do with your old 401(k) or IRA? Any decision you make can have tax implications. Advisors have specific knowledge in this area – so consult them first.
  • Managing a business
    Whether you’re still in startup mode or have been running your business for decades, you probably don’t have time to deal with all the behind-the-scenes financial issues like starting a SEP-IRA or purchasing buy/sell insurance. To maximize the financial advantages of your business, talk to an Advisor.
  • Retiring with dignity
    Will all your savings last a lifetime? Advisors are trained to help you plan your spending and adjust your investments for the next chapter of your life. We believe every American deserves to retire with dignity.
  • Tax time
    Not many people look forward to April 15 – but it’s actually an ideal time to reassess your overall financial situation each year. As independent tax professionals, many Advisors are uniquely qualified to address your financial services needs while keeping your tax issues in mind.

Whether you’ve just begun researching financial services or are trying to connect with a financial advisor who would be a good fit for you, we can help. And there’s no better time to start than now. As you weigh your options, make sure you’re working with an Advisor who has a methodology for protecting your assets.*


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