Broker Check
You Know the Benefits of Working With a Financial Advisor. Do Your Friends & Family?

You Know the Benefits of Working With a Financial Advisor. Do Your Friends & Family?

November 08, 2022
Share |

With today’s market volatility and historic inflation, having a trusted advisor to work with and plan for a brighter future is essential. There’s just too much going on to do everything yourself. So it’s a shame that so many people are under the misconception that financial advisors are only for the ultra wealthy. On the contrary, advisors work with a broad range of clients, creating a path toward financial success by helping you avoid common financial mistakes. And did you know that working with a financial advisor is actually one of the biggest “secrets” to achieving financial success

As a current client, you know firsthand how nerve-wracking it can be to take the first step in hiring a financial advisor. But you also know the multitude of benefits that can come from a strong client-advisor relationship; less stress, improved financial security, and increased confidence in your future are just a few. You can always count on the 1on1 Financial team to guide you through life’s toughest financial challenges.

Do your friends, family, and coworkers have the same type of support system?

When a Financial Advisor Can Help

Even if your friends or family feel confident in their finances, they may not realize the common mistakes they’re making or the investment opportunities they’re missing out on. A financial advisor can look at every piece of your finances and help you understand the larger picture of how to achieve true financial security.

A financial advisor can help you navigate common life events, like:

  • Significant changes to income
  • Marriage or divorce
  • Buying or selling a house
  • Having a child
  • Planning for higher education
  • Severe disability or illness
  • Passing of a spouse
  • Transition to retirement
  • Questions about investments
  • Questions about insurance
  • Questions about tax-management strategies
  • Legacy planning for heirs

Choose Your Advisor Carefully

It’s never too late to hire an advisor, and no matter what season of life you’re in, you can reap the benefits an advisor provides. That being said, hiring the right advisor is a task that should not be taken lightly. There are many different certifications, designations, and licenses in the financial services industry, each with their own education and experience requirements. Be sure you know exactly who you’re hiring before signing on the dotted line.

The CFP® certification is commonly regarded as the industry gold standard, but CFA®, Chartered Investment Counselor (CIC), and Chartered Financial Consultant® (ChFC®) are also highly sought-after designations.

Do You Know Someone We Can Help?

At 1on1 Financial, we use a team approach to provide personalized guidance, treatment, care, and service so our clients can gain control of their future and feel confident in their financial life. And we’re happy to say that many of our clients are referrals from other clients.

Do you know someone who would benefit from a collaborative advisor-client relationship? Please send them our way! Consider sharing this article with them, and if they’re interested in partnering with us, they can schedule a complimentary appointment by calling 909-981-1720 or simply clicking here to schedule a free 15-minute introductory phone call!

About 1on1 Financial

1on1 Financial is an independent financial advisory firm specializing in guiding working and retired professionals, executives, and business owners along the path to financial well-being. Founded in 1997, we use a team approach to help our clients accumulate wealth, generate income, preserve their life savings, and strategically plan for the distribution of their estate. With more than 50 years of combined experience in the financial services industry, we remain true to our fundamental mission: to provide personalized guidance, treatment, care, and service so our clients can gain control of their future and feel confident in their financial life.