Financial planning is one of the most important things we can do to prepare ourselves for a successful future, but it is a complicated process. There is so much to know and to keep track of – stock market, economic forecasts, risk tolerance, financial goals, investment goals, etc. – that it is important to work with a wealth management team working toward your financial objectives and goals.
The problem with choosing the right team is that there are tens of thousands of financial planners and investment managers out there. How do you know which one is right for you? Here are some things to consider:
- Do you want a firm that takes a one-size-fits-all approach to financial planning, or do you want to work with an advisor who customizes a plan for you based on your goals?
- Do you want to work with someone who represents one company’s investment products, or would you prefer to work with an investment manager who has access to a variety of companies and products?
- Do you want an advisor who mails out quarterly statements but never calls, or would you like someone who checks in with you regularly to discuss your portfolio’s results compared to your goals?
- Would you like to work with a firm where you work with whichever advisor answers the phone, or do you want a relationship manager that responds to you personally, knows you by name and truly cares about your financial success?
If you want a generic, one-size-fits-all, don’t-bother-me type of advisor, then Synergetic Financial Management is not for you. However, if you’d like to work with an investment management firm that will customize a financial plan that meets your needs, understands the market, represents various companies and who really wants you to reach your goals, then we can help. At Synergy, we believe a personalized approach to financial planning, because each plan should be as unique as our clients.
If this is the kind of firm you want to work with, call us today at 206-386-5455 to set up an appointment. Not ready for that step? Subscribe to our newsletter to get regular market updates and economic news. When you’re ready, we’ll be here.
To your wealth and success,
Joe Maas, CFA, AVA, CFP®, ChFC, CLU®, MSFS, CCIM
President of Synergetic Finance