Account Services

Working with an experienced financial advisor will go a long way toward helping investors achieve thier investment goals. In fact, there are a number of important areas where professional advice can make a real difference.

A financial advisor can help you:

• Establish a long-term investing strategy
  An advisor begins by understanding your tolerance for risk and investment preferences. Together you will examine your current financial situation, explore your financial goals, and build a financial plan to help you achieve them.
  
• Provide objective guidance in times of market volatility
  Emotions can easily get in the way of making objective investment decisions. Investors who flee the market because of emotions are faced with the complex decision of when to re-enter the market. A trusted advisor can provide a balanced perspective to manage your portfolio through the ups and downs.
  
• Bring discipline to the construction and management of your portfolio
  Advisors have access to in-depth research and investment tools that can help create a diversified strategy in line with your goals. They can monitor the impact of market activity to keep your investment strategy on track and help revise your plan to reflect significant life events and changes.
  
• Address taxes and other important issues
  An advisor can recommend other professionals you may need to address aspects that affect your financial future, including attorneys and accountants who handle estate, tax, and business planning.