One of the top questions I receive as a financial advisor is, “What exactly do you do and how can you help someone like me?” If you’ve ever wondered the same thing, you’re not alone. The answer I give when I meet new people is this: Financial advisors are committed to helping individuals and families set and reach their financial goals. Advisors provide value beyond investment strategies and financial advice; they are there to help clients feel more financially confident for the expected and unexpected moments of life.
To read this and other premium articles in their entirety, pick up the May 2024 issue of Julien’s Journal magazine. Click to subscribe for convenient delivery by mail, or call (563) 557-7571. Single issues are available in print at area newsstands and digitally on JuliensJournal.com.
Comment here