The True Value Of Working With A Financial Advisor

The View From The Pinnacle

Working with a financial advisor can bring incredible value to your portfolio. Looking at a recent Vanguard study, Sean talks us through what an advisor can do and how that helps you in the long run.

Check out the full show notes: https://wp.me/paeqsR-5n

Thing's You'll Learn Along Today's Journey

2:05 The true value of an advisor

• Vanguard recently came out with a study about where and how an advisor should be adding value.
• You can’t consistently outperform the market, but the advisor brings intangibles.
• Advisors can bring up to a 3 percent value increase to a person’s portfolio according to this study.

3:52 How an advisor helps

• Serving as an investment coach, minimizing taxes, and building portfolios are all things an advisor does.
• True financial planning incorporates an income and investment strategy as well as a tax strategy.
• Life changes, but having a forward looking tax plan can make a huge difference.

5:27 The strategy

• Investments are the means to an end.
• Figure out what your math problem is and how you want to solve that math problem.
• Sean gives examples of funds that can be used inside a plan and tax strategies to consider.

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