financial advisor

[Manuel Gonzalez]

Just wondering who here uses the services of a financial advisor. Wife keeps on suggesting we sit down and talk to one. Who has used one and what y'all think about it where they helpful. I always thought they lean more towards stocks.

[Kevin Yeats]

Manuel

There are four very broad subjects that you will need to discuss with a financial adviser:

1. A plan for creating and growing your wealth
2. A plan for protecting and preserving your wealth
3. A plan for the distribution of your wealth during your lifetime in a way that meets your goals with a minimum of taxes
4. A plan for the distribution of your wealth after your lifetime in a way that aligns with your goals and wishes with a minimum of taxes

There are a great many facets for each of these steps. If you (or anyone) wants a longer description, just email me and I will send it (free).

If you meet with a financial adviser, expect to pay a fee and plan to reveal LOTS of personal information about yourself, your family, your finances and your goals. Many financial advisers will discuss broad topic with you during the first meeting for no charge. Don't expect specific answers or very complete answers in the first meeting.

Congratulations! Most people never consider meeting with professionals who have the knowledge and training to help.