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If you’re ready to start planning for a brighter financial future, Rockbridge is ready with the advice you need to achieve your goals.
June 12, 2013
AllFamily Finances
Recently, I read a blog article by a Bob Seawright titled, “Financial Advice: A Top Ten List”. The article describes how financial planners provide clients with a far greater benefit than just investment returns. Bob provided an excellent list of ancillary benefits. His list is spot-on and a worthy read by anyone considering a financial advisor. Bob’s list is shown below and the full article can be found here.
1) Goal Formation
2) Investment Policy Statement
3) Asset Allocation
4) Persistence-Weighting
5) Risk Management
6) Behavioral Management
7) Productive Simplicity
8) Senior Protection
9) Tax Efficiency
10) Financial Planning
In fact, I would even add two additional items to round out a dozen.
11) Time Savings – For many clients, having a financial advisor frees up time to spend with family and friends.
12) Second Opinion – Peer review is commonplace in academia and most professions. Why wouldn’t you want a second set of eyes on your retirement plan?
If you’re ready to start planning for a brighter financial future, Rockbridge is ready with the advice you need to achieve your goals.