What can a financial professional do for you?
There are many benefits to working with a professional, who can help you with all the aspects of your financial plan.
See the big picture
A financial professional will work with you to create a comprehensive financial plan that considers all of your goals — whether it’s college education, a family vacation or retirement. When it comes to budgeting, saving or investing, a professional has a wealth of knowledge and experience to share.
Keep your goals on track
Having a financial plan in place means you don’t have to start from scratch every time you need to make a decision. You can work with a financial professional to develop a solid plan based on your own timeline and risk tolerance.
Once you know your objectives, you won’t have to sweat the small stuff. Leave it to a professional who knows how to monitor all the aspects of your master plan.
Hiring a financial professional doesn’t mean giving up control. The more you know about your investments, the more confident you’ll be about making adjustments, handling market shifts and asking the right questions.
Choose the right investments
If you’re shopping around for a 529 education savings plan, for instance, you’ll find that most states offer at least one.
A financial professional can help you sort through your options and pick the best plan for your family. Many of them have gone through the process with their own families, too!
To get a jump start on your own 529 savings plan, try our college calculator. Use it to learn about college costs and calculate your contributions. Then download a report of your results and share with your new financial professional.