Do You Need a Financial Planner?

There is no simple answer. Each person is unique and each situation is different. However if you spend a few minutes looking over the following list of questions, you should have a pretty good idea if you should consider using a financial planner.

Take this short quiz and find out if a financial planner is right for you.

• Would you like to be more in control of your financial life?
   Yes  No

• Do you feel your financial situation is challenging and that you could use more sophisticated financial advice and financial services?
   Yes  No

• Are you frustrated by all the conflicting financial advice you hear?
   Yes  No

• Are you tired of spending your leisure time looking after your finances?
   Yes  No

• Do you feel that you should be able to save more money than you do, considering the level of income you earn?
   Yes  No

• Are you concerned that your investments might be what someone needed to sell rather than what’s best for you?
   Yes  No

• Do you think you could be doing better with your investments?
   Yes  No

• Are you concerned that you might be paying too much in taxes?
   Yes  No

• Would you like help dealing with your estate or retirement planning?
   Yes  No

• Do you let important financial decisions slide because you just don’t seem to get around to them?
   Yes  No

• Are you concerned that your wealth is not growing quickly enough?
   Yes  No

• Are you trying to accumulate money toward a specific goal, such as retirement or child's college education or a second home?
   Yes  No

• Have you recently come into a large sum of money?  Yes  No

• Would you like a non-biased expert to review your total financial situation?
   Yes  No

• Would you like to have a financial professional you can call whenever you need advice or would simply like a 2nd opinion?
   Yes  No

How did you do?

• If you answered “Yes” to even one of these questions, you should probably give some thought to a financial planner.

• If you answered "Yes" to two or three, it would likely be a wise thing to do.

• If you said "Yes" to four or more, why wait? Be proactive and click here because a financial planner will definitely be able to help you.

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Important information about our financial planning services can be found at the bottom of our homepage.