Whether to be hands-on in a complex world of investments
The investment world can be complex — so you may not want to navigate it alone. But when it comes to getting professional advice, you certainly have an abundance of choices. How can you know which approach is right for you?
The answer depends, to a large extent, on how you choose to work with a qualified financial advisor — someone with the training and experience to help you work toward your financial goals. When you work with a financial advisor, he or she will analyze your financial situation — your income, current assets, family status and short- and long-term investment goals, such as helping pay for your children’s (or grandchildren’s) college education and attaining a comfortable retirement.