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7 Ways a Financial Advisor Benefits Your Bottom Line

Choosing to work with a financial advisor could be one of the most important decisions you make in your financial life. With the advent of fintech robo-advisors and retail trading platforms, many individuals are hesitant to pay an advisory fee in favor of doing it themselves. So what’s the real story? How do you know if working with an advisor will be worth the fee?

To help guide you in your decision making process we’ve created the following white paper, 7 Ways a Financial Advisor Benefits Your Bottom Line. In it, we outline seven strategies that a good advisor will implement on your behalf.

  1. Asset Allocation
  2. Cost-Effective Implementation
  3. Rebalancing
  4. Behavioral Coaching
  5. Asset Location
  6. Portfolio Withdrawal
  7. Total Return v. Income Investing