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!