Jun 12

A Dozen Benefits of Financial Planners

by Geoff Wells

Recently, I read a blog article by a Bob Seawright titled, “Financial Advice: A Top Ten List”.   The article describes how financial planners provide clients with a far greater benefit than just investment returns.   Bob provided an excellent list of ancillary benefits.  His list is spot-on and a worthy read by anyone considering a financial advisor.  Bob’s list is shown below and the full article can be found here.

1)      Goal Formation

2)      Investment Policy Statement

3)      Asset Allocation

4)      Persistence-Weighting

5)      Risk Management

6)      Behavioral Management

7)      Productive Simplicity

8)      Senior Protection

9)      Tax Efficiency

10)   Financial Planning

In fact, I would even add two additional items to round out a dozen.

11)   Time Savings – For many clients, having a financial advisor frees up time to spend with family and friends.

12)   Second Opinion – Peer review is commonplace in academia and most professions.  Why wouldn’t you want a second set of eyes on your retirement plan?

About the Author

Geoff Wells is a Certified Financial Planner at Rockbridge Investment Management. “My interest in financial planning grew from assisting friends and coworkers with their retirement plans. Over time, I developed a knack for simplifying overly complex financial topics. After several years into my aerospace career, I knew that helping people with their personal finances was my professional calling. I feel extremely fortunate to have joined Rockbridge with its fee-only advisory model and remarkable team approach to financial planning.” Geoff is a graduate of the CERTIFIED FINANCIAL PLANNER™ Certification, Ohio State University Finance (M.S.) and MBA, Kelley School of Business, Indiana University, with a Mechanical Engineering (B.S.), University at Buffalo.
Learn more and/or Contact Geoff


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