The Benefits Of Professional Advice
From setting goals and selecting investments to identifying short- and long-term insurance needs, your financial adviser will help you maximize investment opportunities, minimize your exposure to investment risks, prepare you for the unknown and help protect your loved ones.
Planning
- Providing objective advice so you can make informed investment and insurance decisions
- Identifying different types of insurance that can provide for your loved ones, your future care and your long-term security
- Reviewing your insurance options at work and developing a comprehensive strategy
- Determining your comfort level with investment risk and articulating your financial goals as the basis for your investment plan
- Helping you understand the need and value of insurance and appreciate the difference between saving and investing
Implementing
- Guiding your evaluation and selection of insurance policies
- Constructing your investment asset allocation strategy
- Diversifying your savings among different types of investments
- Empowering you with educational resources and tools
- Providing a holistic view of your insurance and investment holdings
Managing
- Conducting ongoing monitoring and periodically rebalancing your investment portfolio
- Providing insurance solutions to keep pace with your life's changes
- Offering context to help you better understand market developments
- Bringing new and suitable investment and insurance opportunities to your attention
As your personal situation evolves, your financial adviser will help you determine the impact on your investment goals and your insurance needs. You can rely on your financial adviser to bring innovative solutions to the table, offer a plan of action and help you maintain your confidence in the future.
Clients & Advisers: Profiles & Partnerships
See how people effectively work with their advisers:
It took a lot of money and hard work to put my three children through college. Thanks to my financial adviser, I started.
See how Melissa did it » Melissa's story is a hypothetical situation.
My investment broker helped me tune my portfolio to match my risk tolerance and financial goals.
See how Dan did it » Dan's story is a hypothetical situation.
Retirees and Advisers
Watch our video to hear about how retirees worked with their advisers over the years
Use our Key Questions to Ask a Financial Adviser worksheet when interviewing prospective advisers 
