11/07/2025
Technology puts investing at our fingertipsābut some of lifeās biggest moments call for more than an app.
Whether you're navigating retirement, market volatility, or a major life change, a financial advisor can be the sounding boardāor guideāyou need.
Ask yourself these 4 questions to know if itās time to hire help:
1ļøā£ "Am I on track with retirement savings?"
If youāre unsure how to balance contributions, asset allocation, and riskāor if youāre over-reliant on company stockāan advisor can map a clear path forward.
2ļøā£ "Am I really ready to retire?"
Retirement isnāt just about savingāitās about smart withdrawal strategies, tax planning, and Social Security timing. Precision matters now more than ever.
3ļøā£ "Can I manage my investments long-term?"
Complexity, cognitive changes, or a busy life may make it hard to stay on top of your portfolio. An advisor can be your fail-safe.
4ļøā£ "Am I ready to act on advice?"
If youāre not committed to changing financial behaviors, even the best advice may not stick. Be honest with yourself before booking that meeting.
š” The bottom line:
You donāt need an advisor foreverābut at key crossroads, the right guidance can protect and grow what youāve worked so hard to build.
ā”ļø Tag someone whoās thinking about their financial future!