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 …

Business

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 thinking about this Valentine’s Day,
you may want to reconsider and here’s why …
www.reacpa.com

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 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

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

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

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

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

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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