Do You Need A Financial Planner?

There is no simple answer. Each person is unique and each situation is different. However, if you spend a few minutes looking over the following list of questions, you should have a pretty good idea if you should consider using a financial planner.

Take this short quiz and find out if a Financial Planner is right for you.

  • Would you like to be more in control of your financial life?
    • Yes
    • No
  • Do you feel your financial situation is challenging and that you could use more sophisticated financial advice and financial services?
    • Yes
    • No
  • Are you frustrated by all the conflicting financial advice you hear?
    • Yes
    • No
  • Are you tired of spending your leisure time looking after your finances?
    • Yes
    • No
  • Do you feel that you should be able to save more money than you do, considering the level of income you earn?
    • Yes
    • No
  • Do you think you could be doing better with your investments?
    • Yes
    • No
  • Are you concerned that you might be paying too much in taxes?
    • Yes
    • No
  • Would you like help to deal with your estate or retirement planning?
    • Yes
    • No
  • Do you let important financial decisions slide because you just don’t seem to get around to them?
    • Yes
    • No
  • Are you concerned that your wealth is not growing quickly enough?
    • Yes
    • No

Are you trying to accumulate money toward a specific goal, such as retirement or child’s education or a new home? If you have answered yes to one or more of the questions above you should consider the assistance of a Financial Planner. Contact us today for a confidential discussion.