What to expect from a financial advisor
If you know you need to invest for retirement and other objectives, but you’re unsure of the road you should follow, you may want to get some guidance from a financial professional. But if you’ve never worked with one before, what can you expect?
First, a financial advisor will assess your situation – your assets and income and your hopes and dreams for your future. A financial advisor will also help you determine investment moves appropriate for your goals and risk tolerance. And you can expect regular communications, including portfolio reviews at least once a year.
Also, a financial advisor can develop hypothetical illustrations that can show you how you might be able to choose different paths, such as retiring earlier than you had planned.
Most important, a financial advisor can help you feel more confident as you pursue your financial goals. Among investors who work with a financial advisor, 84% said that doing so gave them a greater sense of comfort about their finances during the COVID-19 pandemic, according to a survey conducted in 2020 by Age Wave and Edward Jones.
And during times of market turbulence, such as we’ve experienced this year, a financial advisor can help you avoid overreacting to downturns. When unexpected events crop up or new opportunities emerge, your financial advisor can help.
Navigating the investment landscape can be challenging – but the journey can be a lot smoother if you have the right guide.
Call David Samachson, your local Edward Jones financial advisor, at 267-988-4148 and schedule a consultation today. The office is located at 130 Almshouse Road, Suite 400 in Richboro. Member SIPC.
PHOTO CAP: Looking for financial advice? Call your Edward Jones financial advisor, David Samachson, today!