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How Financial Advisors Add Value

The Value-Added Approach from Halter Ferguson Financial on YouTube.

What’s an Adviser’s Value?

How do we determine the value received by working with a financial advisor? Certainly investment performance is one way to measure added value in portfolio management, but how do we measure financial planning success? Investment return, while important, doesn’t on its own guide a client through tough financial decisions or help them prepare for the unexpected. It’s much harder to quantify peace of mind, quality of life or the benefits of sound advice.

A good financial advisor should be able to help a client avoid costly financial mistakes. As an advisor, our role is to support our client’s and their families by arming them with the information needed and options available in turning their values and priorities into financial goals. Working with a financial planner allows a client to make effective decisions regarding their finances and future. Perhaps more importantly, it can provide accountability in working towards long-run goals and ensuring your financial house is in order.

Working with an adviser and having a financial plan in place can relieve stress and anxiety by guiding a client through significant life events and decisions. A trusted financial adviser should be a sounding board and voice of reason, giving you the confidence and appropriate tools to make major life decisions.

We are thankful for clients who have shared our story with friends and family. We recently created this brochure that tells our story and you can download the PDF by clicking HFF What Works.PDF or click the image with the hands. If you would like a hard copy of the brochure, drop us a line or stop in.

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