American Investment Planners LLC
500 North Broadway, Suite 260, Jericho, NY 11753
(516) 932-5130 / (866) 932-5130
Being that it is often viewed as a sensitive subject, many people choose to keep information about their personal finances to themselves. However, although it isn't unusual to want to keep your money out of the minds of neighbors, coworkers, and even your friends, a financial advisor is someone we encourage you to trust – they aren’t just anyone! As trained specialists in the field of finances, financial advisors are your best bet when it comes to keeping your money safe and building a strategy that benefits you and your family down the line.
But aside from helping you protect your assets and plan for the future, why else do you need a financial advisor? Here are three reasons for you to consider:
1. You Are No Stranger To Tax Refunds: Of course everyone loves to hear that they are receiving a refund from the IRS, but getting a refund isn’t always necessarily a good thing. Since refunds are typically a result of you paying too much in taxes throughout the year, somewhere down the line you may have lost out on money that could have been kept in your pocket – did you know that the IRS does not pay you interest on any of what you overpay? By working with a financial advisor, you can better figure out how much you should really be losing from your paycheck every pay period.
2. You Are Not Sure About Your Investment Costs: It is often assumed that you don’t actually pay for your investments, but this is truly not the case. From the moment you begin investing, additional costs are often added on since there is usually a fee for opening an account. Then, moving forward, fees are commonly attached solely for the management of your plan and other operational purposes. Although these fees may be relatively small and nothing that will break the bank, they are still something that you should be aware of since they can impact your return; we recommend routinely checking your monthly statements to ensure that any fees charged match that of your expectations!
3. You Lack Strategy: No one ever wants to think about what would happen if the markets suddenly crashed or if something were to happen to you personally, but it is a reality that we all must face. If you do not have a strategy that will pull you out of even the toughest times, you can bet that at one point or another you may wind up in financial turmoil. To feel confident that you are financially stable regardless of what life throws at you, an expert financial advisor is the best place for you to start.
Do you feel like you need a financial advisor now? For help with all aspects of your finances, don’t hesitate to contact American Investment Planners LLC; we are one of the largest and most respected independent financial planning firms in the country. For more information, please give us a call at (516) 932-5130 today.
American Investment Planners LLC offers tax planning, estate planning, retirement planning and more to generations of families throughout the United States. More information about the services offered is available at www.
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