The Value Of Advice

Developing a plan

At your initial meeting with your financial Advisor, he should ask you a series of questions in order to determine your needs. Once your goals are established, he should put together a number of investment opportunities for you to consider. As your personal objectives or goals change, he should re-evaluate your investments and make any necessary adjustments.

Your financial Advisor should have your personal objectives in mind when choosing an investment plan for you. He should offer you advice and recommendations that are tailored to your own personal needs, current financial situation, goals and approach to risk. He should also take the time to answer all of your questions and concerns, explain concepts and strategies, and provide discipline to keep you focused on achieving your goals.

Benefit from a Financial Advisor

A qualified financial Advisor can suggest new ways to invest and offer investment solutions suitable to your needs. They offer their knowledge and expertise in the often complicated area of financial investing. A good Advisor is the one person every investor - or those planning to invest - can benefit from.


For help in finding a financial Advisor in your area, call ONE Financial at 1.866.360.7888.