Financial Advisor Community
Your Financial Advisor Community Just Got Bigger
When you're a financial advisor, community can be everything. When you are a member of your community, you will have a better understanding of what is important to the people around you - regardless of what is important; social values, politics, education or home ownership. When you know what is important to the members of your community, you are better able to work with them to reach their financial goals.
When you are the one using a financial advisor and your financial advisor is a member of your community, however, you may see things that make you question your choice. Maybe the status of your financial advisor in your community is much higher than yours. Maybe you'll find that the financial advisor's community is made up of people with whom you don't always agree.
Whether or not you have a luxury car or an expensive home, and regardless of how you dress, you deserve to know that your financial advisor has your best interest in mind. You deserve to understand your investments, to be able to have control over the way your money is invested and to know that your money is working to build your savings - not those of your financial advisor.
If your financial advisor is a member of your community, you may feel uncomfortable directly questioning him or her. You may worry about what others might think.
But those concerns should not stop you from taking control of your financial planning. You should not be afraid that your desire to understand your investments will alienate your financial advisor or your community. You deserve to understand your savings and investments and how they work - together and separately - to ensure your financial goals are achieved.
When your financial goals for your retirement are not reached, you and your family are the only ones who will feel the effects. That is why you should take responsibility for understanding yourself and what your goals are.
How can you take that responsibility? One way is to Try Bob's free retirement calculator. With it, you can evaluate the savings and investments that you have and whether or not they are working to help you to reach your goals.
You'll be able to look at the way the stocks, bonds and mutual funds that you have invested in have performed over time. You'll also be able to look at projections for how your savings and investments will continue to work for you over the next 30 years - projections that will take into consideration the way that interest rates and inflation will affect your savings.
But more importantly, you'll be able to use our free retirement calculator to see how changes that you make to your investment strategy - including withdrawals from your retirement savings - will hurt or benefit you. You'll be able to make the changes that need to be made, and you'll be able to do so without taking the risks of losing everything that you've worked so hard to earn.
And, after you've had the opportunity to evaluate your savings and investments, you will be able to talk with a financial advisor - from outside of your community so that no one will need to know - during a free consultation. You'll be able to discuss the concerns and questions that you have. You'll be able to get answers that will help you move forward with the investment strategy that will ensure that you'll be able to have the retirement that you've always dreamed of having.
You owe it to yourself to be in control of your financial planning. You deserve to know that your financial advisor - whether he or she is a member of your community or not - is on your side and is working with you. Take the time to research your investments, get the successes that you deserve. Click the blue button below to access Bob's free retirement calculator and get started right now.