Three ways a financial advisor can add value

Three ways a financial advisor can add value

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The financial world is complex – with myriad choices, complex terminology, and high stakes. Many people prefer a do it yourself approach, but partnering with a financial advisor has the potential to help. Of course, that guidance comes with a cost. Is it worth it? That is a personal decision that each individual needs to evaluate, but there are advantages to working with a financial advisor.

“Having a strong relationship with a financial advisor can be a huge benefit for individuals and the people they care about”, says Peter Bowen, Vice Present, Tax and Retirement Research. “A financial advisor can help prevent you from being blindsided by risks, avoid making mistakes, understand your options and confront realities about your financial situation.

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