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| Home > Education and Planning > Investor Education |
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| The
VALUE of a Financial Advisor |
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It’s no secret that investing is getting more complex every year. In the U.S. alone, there are more than 10,000 different mutual funds from which to choose. Throw in the assortment of international funds and you’ll have an even tougher time selecting your investment choices.
Instead of wading through the investment process yourself, you can choose a financial professional to help you. The benefits of a full-service financial professional reach beyond just working with you to choose your investments. The advisor can help map out your investment strategy by developing a long-range investment plan. This will take into account your risk tolerance and time horizon. Investment recommendations will be selected accordingly, taking into consideration such influences as diversification, tax consequences and asset allocation.
When it comes to selecting investments, a well-qualified financial advisor can be invaluable. When meeting with a professional, you’ll find the advisor has access to important research and information you may not know about. What looks like a gold mine to you may turn out to be nothing more than an empty tunnel once it’s been researched. Why take the chance?
The benefits of a financial advisor include:
- A long-term partnership to help you stay on track in meeting your financial goals.
- Access to important decision-making research and information.
- Teaching you the basic concepts of investing, such as risk/return, diversification, dollar-cost-averaging and time horizons.
- Saving you time by analyzing suitable investments, keeping track of necessary paperwork and documents and making sure you’re up to date on economic and business news.
- Continuously monitoring your investment portfolio.
- Understanding your complete investment portfolio, while anticipating your changing needs.
A financial advisor can be critical in helping you build and maintain your long-term investment program. Of all the choices you make about your money – the choice to use a professional financial advisor may be the best decision you can make.
Finding A Financial Advisor
If you don’t know of a financial advisor, ask around. Chances are, someone you know may have a good relationship with a well-qualified financial planner and can refer that person to you. Also, feel free to ask your lawyer, accountant or a representative at your local bank or credit union about professional financial services they might provide.
Investors should consider a fund's investment objectives, risks, charges and expenses carefully before investing. For this and other information about The 787 Fund, download a prospectus, ask your financial advisor for a copy, or call 1-800-432-4320. Please read a prospectus carefully before you invest or send money.
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