Do I Need a Financial Planner

How Do I Know If I Really Need a Financial Planner?

Ask yourself the following questions:

1) Do you feel you make good money but have little to show for it?

2) Do you feel you pay too much in taxes?

3) Are you concerned about saving for your child's college education?

4) Are you worried about outliving your retirement savings?

5) Are you confused about the vast array of investment options?

6) Are you unclear about how your investments are performing?

7) Do you wonder if your investment risk is appropriate for your goals?

8) Do you want to make Charitable Gifts?

9)  Are you concerned about what your heirs will pay in estate taxes? 

10) Are you uncertain if you have the right kinds and amounts of insurance?

Anyone who wants to take control of their financial life, make good financial decisions, and work towards financial independence can use financial planning, regardless of your level of affluence.

Financial planning can provide direction and discipline. Without these, people typically make impulsive, random decisions. The pieces not only don't fit together, they may actually conflict with each other and compound the problem. 

 Bruch Financial Advisors can assist you in these areas.