Markets Explained

How Working With an Investment Professional Can Help You

Tab 1 of 4

How Working With an Investment Professional Can Help You

How you invest depends on a number of factors including how much time you have, your level of experience as an investor and the complexity of your financial situation. Access to insight, commentary and advice from your chosen investment professional and firm is a prudent first move. They can provide objective advice and guidance to help you reach your long term financial goals. If you are an experienced investor with the time and confidence to take full control of your investment planning, having access to interactive tools, research, and investment product specialists will allow you to build and manage your investments. The most important assets an investor can have are knowledge and resources.

Sound financial advice can help you navigate and plan for life’s challenges, clarify your investment goals and improve your financial know-how. A benefit of having access to personalized investment advice is the confidence that comes from developing a close relationship with an investment professional and making use of the interactive tools and resources offered by many financial service firms. From understanding the basics, to selecting investment products to portfolio diversification, and addressing investment risks investors with all levels of experience can gain insight.

Keep reading to find out how personal financial advice can benefit your future.

Tab 2 of 4

What types of services do investment firms and professionals offer?

Investment professionals will help you develop a long term goal-oriented financial plan, whether it’s educational funding, retirement planning, or buying your first home, they can provide a full range of financial solutions and help you select the best options for your unique situation.

Other services that may be provided include:

  • Risk management
  • Insurance
  • Lending
  • Estate planning
  • Small business planning

Money can be an emotional issue. Investment professionals will bring an unbiased, fact-based decision-making process to the table. This may help with the proper allocation of resources, even when there are competing priorities, such as sending a child to college while also striving to save for retirement.

Tab 3 of 4

Tell me more about an investment professional

An investment professional is a valued partner when it comes to not only understanding the depths of available financial information, but also its breadth, allowing you to explore financial pathways you might not be aware of or fully understand. Perhaps you are an entrepreneur absorbed in the day-to-day tasks of running your business. An investment professional can help review your finances and show you any gaps that exist. For example, an investment professional may help you manage your borrowing needs, provide advice on access to capital and balance sheet management.

Tab 4 of 4

Tell me more about other resources offered by financial services firms

There are many tools to help you plan and reach your financial goals. Many financial services firms provide expert insights for their clients through research, webinars, seminars, market commentary, economic analysis and advanced digital tools that are intuitive and easy to use.