American Investment Planners LLC
Think you don’t need a professional financial planner? Think again! Whether you are just starting your first job or on the brink of retirement, everyone can benefit from having a trusted financial advisor by their side.
Don’t believe us? Here are five reasons why you should consult with one if you haven’t already:
1. It’s never too early (or too late) to start planning.
For young professionals at the beginning of their careers, retirement might be the last thing on their mind – but it shouldn’t be. The earlier you can lay out a well-defined financial road map, the better chance you have of retiring on time. On the other hand, it’s never too late to make a plan, either. People 50 years or older may be discouraged that they have no plan for retirement, but that should just be extra incentive to make one.
2. Financial planners aren’t just for the rich.
Contrary to popular belief, you don’t need to be in the upper 1% to take advantage of a financial advisor. In fact, it is quite the opposite. Every penny counts when you are living on a modest income, and a professional advisor can make your pennies go further with smart financial planning.
3. A financial planner offers objective advice.
Chances are, you aren’t an expert in finance. Managing your own finances with little-to-no experience is like attempting to perform surgery on yourself; it’s just better to trust someone else. Even if you are well-versed in the world of money, a financial advisor can bring a fresh perspective and years of vast experience to your situation.
4. Assess your current goals.
What are your current financial goals? When do you expect to retire, to pay off your auto loan, or to purchase your first home? No matter what your expected timeline is, you might not be as close as you think you are. Working face-to-face with a personal advisor can help you determine your current progress towards your goals, and what you can do to get there quicker.
5. Identify risks you hadn’t thought of.
One of the most important components in any investment is risk. For many people, this is a hard concept to understand, and even harder to accurately gauge. Luckily, financial advisors are seasoned in this facet of investing and can offer their professional advice.
If you are looking for a financial planner to help you meet your short- and long-term goals, look no further than American Investment Planners, LLC. Families all over the country trust us to help them manage their stocks, bonds, retirement funds, college savings accounts, and more.
To schedule an appointment with one of our advisors, please call (516) 932-5130 or email info@
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