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FeaturedFinance

What to Expect From a Financial Advisor

by Brent Hoskinson and Linda Drake July 5, 2022July 6, 2022
written by Brent Hoskinson and Linda Drake July 5, 2022July 6, 2022

If you know you need to invest for retirement and other objectives, but you’re unsure of the road you should follow, you may want to get some guidance from a financial professional. But if you’ve never worked with one before, what can you expect? First, a financial advisor will assess your situation — your assets, income, and your hopes and dreams for your future.

A financial advisor will also help you determine investment moves appropriate for your goals and risk tolerance. And you can expect regular communications, including portfolio reviews at least once a year.

Also, a financial advisor can develop hypothetical illustrations that can show you how you might be able to choose different paths, such as retiring earlier than you had planned.

Most importantly, a financial advisor can help you feel more confident as you pursue your financial goals. And during times of market turbulence, such as we’ve experienced this year, a financial advisor can help you avoid overreacting to downturns.

Navigating the investment landscape can be challenging but the journey can be a lot smoother if you have the right guide.

This content was provided by Edward Jones for use by your Edward Jones financial advisors, at 3654 N. Power Road, Suite 169, Mesa. Call (480) 985-2651 for more information.

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