Why Work With a Financial Advisor?

Why work with a Financial Professional?

Not all financial advisors are the same. 

  • Professional Financial Services, Inc. is a Registered Investment Advisor. This means we have a fiduciary responsibility to act in our clients’ best interests.  Many people find it important to rely on advice from a trusted financial professional instead of a salesperson. An advisor’s qualifications, experience, and business practices matter.
  • CERTIFIED FINANCIAL PLANNER™ Practitioners:  Kameron and Nancy Carlson are both CFP®s.  Certified Financial Planner™ certification is the standard of excellence in financial planning.  CFP® professionals meet rigorous education training and ethical standards and are committed to serving their clients’ best interests.

✓ Financial Issues can be complicated and are always changing.  From changes in the tax law, economy, political environment to new techniques and investment products; things change rapidly. Managing finances can be a full-time job. A financial advisor can help navigate these changes, while positioning your assets accordingly.

✓ Likeliness of reaching goals:  Many clients feel it important to have an advisor adjust and monitor the changing financial landscape and fine-tune their plan.  They can also help you navigate and plan for risks and opportunities.

✓ Help set an asset allocation plan:  Taking your risk tolerance, time horizon and goals into account, a financial advisor can help create an asset allocation plan that is right for you.

✓ Keep your emotions in check:  Most clients who have an advisor are less likely to make emotional investment decisions.  A trusted advisor can act as a confidant to have a balanced discussion and help in the decision-making process.

✓ Peace of mind:  When clients have a financial plan, they tend to worry less and feel more in control.

Ultimately, the financial decisions are up to you but a financial advisor can act as a trusted guide.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable.

Investing involves risk.  Investors may incur a profit or loss regardless of strategy selected.  There is no guarantee that using an advisor or having a financial plan will produce favorable investment results or financial success. The information in this article is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. The content is derived from sources believed to be accurate. This and/or the accompanying information was prepared by or obtained from sources that Professional Financial believes to be reliable, but Professional Financial does not guarantee its accuracy or completeness. Any opinions expressed or implied herein are not necessarily the same as those of Professional Financial’s and are subject to change without notice. Any market prices are only indications of market values and are subject to change. The material has been prepared or is distributed solely for information purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Additional information is available upon request.