Can I find support to reach my goals?
Loving friends and family can be a great source of support, but sometimes you need a professional. Begin with the starting lineup — here are some key players who will have your back.
A financial professional can help you evaluate your current situation, envision your financial future and help you set realistic goals. They can also manage your investment portfolios. Learn more about the benefits of working with a financial professional and how to find one who will work for you.
Certified Public Accountant
A CPA can do more than file your tax returns — which itself is an important job. A CPA can also keep you up-to-date on regulations, help you take advantage of capital gains and even losses from investing and advise on ongoing tax issues that can affect your bottom line.
A professional agent can help you build a comprehensive policy to meet all sorts of what-if situations that can impact your life, property or business. Along with explaining the pros and cons of various plans, insurance agents can help uncover ways to save by “bundling” different types of policies from a single insurer.
Therapist or life coach
Making big changes in your life can have financial repercussions while also taking a toll on your emotions. There are a variety of mental health and behavioral health professionals, offering different approaches to help you manage anxiety or develop better habits.
Once you have your core go-to team, you can add other specialists as needed. Depending on the situation, there are other professionals who can help you create a plan, solve a problem or meet a goal.
Real estate agent
Life changes often involve address changes. You could be moving out as a single parent or settling down with a new partner, renting your own office space or downsizing as you approach retirement. A real estate agent can help you understand the housing market and act as a location scout. They’ve also honed their negotiating skills, so use them to your advantage.
Legal professionals specialize in all sorts of ways to meet your needs. A divorce attorney can help navigate a new and painful process, or draft a prenup for a new marriage. A trust and estate lawyer can help you organize your finances, and even plan a legacy for your children or favorite charities. A litigation attorney could represent you in a lawsuit if necessary.
Mentor or sponsor
If you’ve decided to follow your dreams to a new career, find someone who’s made them a reality. Reaching out to professionals in your chosen field for advice and guidance can help you understand the career demands, and help them get to know you. Expand your network and tell everyone you know about your new career goals.
One of the world's largest investment managers, we've helped investors succeed by remaining true to our values and approach. We believe in a distinctive way of managing money, an emphasis on research, a long-term view and the recognition of the power of relationships.
Capital Group offers a variety of investment options to help you pursue your objectives — including American Funds, one of the largest mutual fund families in the U.S.
Your financial professional can tell you more about American Funds. Or, you can purchase our funds yourself through an online broker.
To collaborate with confidence, spend time interviewing the professionals you want to work with, and accept only straight answers. These questions can help get you started.
What services do you offer and how do those differ from other financial professionals?
Are there other financial professionals I need to work with to stay on track?
How might a therapist or life coach make an impact on my financial goals?
A financial professional can work with you to define your goals and create a plan to help make them a reality. From establishing a budget to selecting investments to riding out market shifts, they can help you make decisions based on your specific situation.
Our locator tool can help you find professionals in your area.
Check the background of these investment professionals on FINRA’s BrokerCheck.