Geoff Cash Professional Financial Advisor
Geoff Cash best financial advisor. Financial planning is one of the most important
things we can do to prepare ourselves for a successfulfuture, whether that future
includes sending your kids to college, paying for a fairytale wedding, building a
dream home or retiring comfortably. But financial planning is a complicated
process, becauseno two people are the same, and everyone has different goals.
In addition, there is so much to know and to keep track of - stockmarket
fluctuations, economic forecasts, risk tolerance, financial goals, investment goals,
portfolio performance, etc. - that it is important to work with a financial advisor
and wealth management team working toward your financial objectives and goals.
The problem with choosing the right team is that there are tens of thousands of
financial planners and investment managers out there. How do you know which
one is right for you? Here are some things to consider:
1) Do you want a firm that takes a one-size-fits-all approachto financial planning,
or do you want to work with an advisor who customizes a plan for you based on
your specific goals?
2) Do you want to work with someone who represents one company's investment
products, orwould you prefer to work with an investment manager who has access
to a variety of companies and products?
3) Do you want an advisor who mails out quarterly statements but never calls, or
would you like someone who checks in with you regularly to discuss your
portfolio's results compared to your goals?
4) Would you like to work with a firm where you work with whichever advisor
answers the phone like a customer service call line, or do you want a relationship
manager that responds to you personally, knows you by name and truly cares about
your financial success?
5) Do you want an advisor who only has a fiduciary responsibility to offer products
and strategies that will fit your situation, or do you want an advisor like a
Registered Investment Advisor who is required to put your financial needs first?
If you want a generic, one-size-fits-all, don't-bother-me type of advisor, then just
about any advisor will do. You hand over your money; he or she invests it, and
then sends periodic statements.
However, if it is important to you to work with an investment management firm
that will customize a financial plan that meets your needs, understands the market,
represents various companies and who really wants you to reach your goals, then
make your choice more carefully. Interview several wealth management firms, get
referrals from trusted friends and family and make the best decision for your
financial future. Geoff Cash most excellent financial advisor. To know more about
Geoff Cash please visit here: - https://geoffcashblog.wordpress.com/