Could You Really Retire “Wealthier” Without Advice?

Why should I work with a financial advisor when I can save the fees by investing online?

Advertisements that suggest you can retire wealthier without advice are misleading because they do not factor in the substantial financial value that advice provides. Studies* show that working with an advisor provides a positive and significant impact on wealth accumulation, savings behavior, emotional decision-making and retirement readiness. Furthermore, advisors should be providing financial planning, tax guidance, estate planning, behavioral coaching, active asset allocation management, business succession planning and multi-generational wealth transfer planning to their clients, which all add financial value. Just like with an accountant that provides tax savings strategies, the value provided through working with an advisor should significantly offset the cost of that advice. Contact me for a no-obligation assessment of whether you’re getting the best advice for the fees you are paying.

If you feel you may not be receiving client-first unbiased financial advice, or would simply like a second opinion, please contact me for a complimentary review of your portfolio.

Tanya Wilson

Tanya Wilson, BBA, CFP, FCSI, CIM
Portfolio Manager & Certified Financial Advisor

*Reference Money Sensethe Balance and Investopedia.