INDIVIDUAL SERVICES

How a WealthTrust affiliate can help.

Experience Matters

Don’t put your financial future on the back burner when professional help is readily available. Let a WealthTrust affiliate firm clear the financial clutter and get down to the business of designing a plan that works for you. WealthTrust affiliates adhere to industry best practices and are compensated through a fee-based model that allows them to offer you objective advice tailored to your specific needs.

THE IMPORTANCE OF FINANCIAL PLANNING

Financial planning is important no matter where you are in life. You may aspire to buy a house, save for college tuition, and eventually retire in comfort. Your dreams may be attainable, but not without a solid financial plan that turns your hopes and dreams into goals. An experienced financial advisor can help you bridge the gap between where you are and where you want to be.

Wealth accumulation often happens over time. Your goals and financial options will change as you move through life. A knowledgeable financial advisor can help you navigate the financial markets, tax implications, and investment choices on the horizon.

REASONS TO HIRE A FINANCIAL ADVISOR

Do you have the time to research the “do it yourself” financial planning tools that are available? None can replicate the expertise and knowledge of a seasoned financial advisor who can monitor the progress towards your financial goals and make adjustments to your financial plan when necessary. Other advantages to working with a financial advisor include:

  • A realistic evaluation of your current financial picture
  • Establishment of concrete financial goals
  • Motivation and discipline to reach your financial goals
  • Periodic review of your plan and adjustments to strategy
  • Peace of mind that your financial future is being guided by an expert

A financial advisor should take a holistic view of your current financial position, design goals that fit your short-term and long-term needs, and plan a path to help you get there. Life is dynamic, not static, and your financial plan should be too.

Specific Services Include:

Wealth Management

Investment Advisory

Retirement Planning

Estate & Tax Planning