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Investment Advisor

Today an informed investor must possess knowledge in many different disciplines including economics, finance, investments, statistics and accounting. Not all individuals possess these skills. Even if an investor has this broad background, few have the time, temperament and interest to appropriately manage his or her own portfolios. Many investors believe their time is better spent focusing on career, family or other activities, rather than managing investments. Others may repeatedly suffer losses or forego profitable opportunities by allowing emotions to cloud their judgment. Still others wish to secure a trusted advisor to assist their family in the event of their death or incapacity. For these reasons, and others, the best solution for many individual investors may be to retain a professional investment advisor.

An independent advisor can develop a comprehensive plan that is uniquely tailored for you.
Such a plan can bring together separate parts of your financial life into a complete picture that helps the chances of realizing your goals. A comprehensive well-designed plan can get you unstuck and moving toward your goals.

An independent advisor can be a trusted and valuable ally.
An independent advisor is in an ideal position to assist you greatly—by listening to your ideas, offering their own, and working collaboratively with you to achieve the best solution possible for you.

You can have greater peace of mind when working with an independent advisor.
It can be a "comforting feeling" to know that your financial plans have been developed and maintained by a responsible, competent advisor with your best interests at heart. Many people who have their own ideas and/or plans feel much better with a financial check-up and having a qualified second opinion without a conflict of interest.

An advisor can provide you with motivation and discipline to keep your plan working.
It has been said that once you "plan to work," it's important to "work the plan." Working the plan can often be more difficult than developing the plan in the first place. It requires consistency and refinement as time passes. An advisor can help you greatly as a motivator, cheerleader, and/or disciplinarian to assist you in staying on track with an optimal plan so that it doesn't drift into something less. This is where an advisor can be a "financial personal trainer” of sorts and assist you by refining the plan along the way to consistently be in your best interests as life progresses and inevitable changes occur.