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5 Reasons To Fall In Love
With Your Financial Advisor
By Denell Skelton, CPA
5 Reasons To Fall In Love
With Your Financial Advisor
While your financial advisor is probably the last
person you are thi...
5 Reasons To Fall In Love
With Your Financial Advisor
www.reacpa.com
Whether the topic of conversation is on your personal finances
or your business’s financial wellbeing, your financial advi...
5 Reasons To Fall In Love
With Your Financial Advisor
www.reacpa.com
Because they want your future to be financially sound, your
financial advisor is not only happy to call in outside
reinfor...
5 Reasons To Fall In Love
With Your Financial Advisor
www.reacpa.com
From helping you identify ways to protect your business against fraud
to helping you avoid spending more money than is nec...
5 Reasons To Fall In Love
With Your Financial Advisor
www.reacpa.com
It should go without saying that your financial advisor has
worked with their fair share of business owners. So, when it
c...
5 Reasons To Fall In Love
With Your Financial Advisor
www.reacpa.com
If you have a personal finance question
or are in need of expert business advice,
email Rea & Associates
to speak with one...
Rea & Associates, Inc.
is a regional CPA and
consulting firm with
more than 200 bright
professionals in 11
offices through...
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5 reasons to fall in love with your financial advisor

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While your financial advisor is probably the last person you are thinking about this Valentine’s Day, you may want to reconsider and here’s why …

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5 reasons to fall in love with your financial advisor

  1. 1. 5 Reasons To Fall In Love With Your Financial Advisor By Denell Skelton, CPA
  2. 2. 5 Reasons To Fall In Love With Your Financial Advisor While your financial advisor is probably the last person you are thinking about this Valentine’s Day, you may want to reconsider and here’s why … www.reacpa.com
  3. 3. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com
  4. 4. Whether the topic of conversation is on your personal finances or your business’s financial wellbeing, your financial advisor genuinely cares about your current and future economic security. That’s why they are always looking for ways to save you money – not just during tax season, all year long. Read Don’t Miss Your Chance to Secure Tax-Free Wealth to learn about five tax savings strategies you may have missed. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com
  5. 5. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com
  6. 6. Because they want your future to be financially sound, your financial advisor is not only happy to call in outside reinforcements and other industry experts to weigh in on key financial decisions, they insist on it. It’s just not realistic for one person to have all the answers, especially in business matters, which is why your financial advisor likely has a contact list full of bankers, lawyers, real estate brokers, city officials and many other industry leaders and business experts. Read Getting by with A Little Help from Your Friends for tips to help you identify the right advisors to help you overcome your unique challenges. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com
  7. 7. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com
  8. 8. From helping you identify ways to protect your business against fraud to helping you avoid spending more money than is necessary during large negotiations; your financial advisor is always looking out for your best interest. Are you looking for ways to prevent occupational fraud in your business or do you need to know the true value of a property you are interested in purchasing? Either way, your financial advisor has the expertise and experience needed to keep you from being taken advantage of. Check out the articles Are Your Employees Skimming from the Top? How to Make Your Building Work for You with a Cost Segregation Study for more insight into these topics. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com
  9. 9. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com
  10. 10. It should go without saying that your financial advisor has worked with their fair share of business owners. So, when it comes to knowing the ins and outs of running a business, they have a lot of good advice and can give you some great insight into techniques that have worked as well as warning you about others that may have fallen short of meeting expectations. Your financial advisor may not always provide you with the answer you were looking for, but if you bring them into the conversation they will always be there to give you the sound advice you need. Listen to episode 18 of unsuitable on Rea Radio to hear a veteran financial advisor talk about the positive psychology of having hard conversations. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com
  11. 11. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com
  12. 12. If you have a personal finance question or are in need of expert business advice, email Rea & Associates to speak with one of our expert financial advisors today. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com
  13. 13. Rea & Associates, Inc. is a regional CPA and consulting firm with more than 200 bright professionals in 11 offices throughout Ohio. Since 1938, Rea has provided a wide range of accounting services to businesses, individuals with means and those with dreams. Today, the firm is the go-to resource for thousands of businesses and individuals nationwide. 5 Reasons To Fall In Love With Your Financial Advisor www.reacpa.com For more information about Rea & Associates, call 614.889.8725 or visit www.reacpa.com.

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