Infographic: Why You May Need a Financial Advisor

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Natalie Berning shaking the hand of a new client

How effective are financial advisors at helping people achieve their financial goals?

Did you know that people who work with financial advisors are twice as likely to be on track with their retirement savings plan?4 Not only that, but financial advisors can boost retirement income by more than 20 percent over the lifetime of an investment.5

Your finances have a major impact on your life; making periodic financial evaluations a priority may help grow your wealth. A financial advisor can provide guidance to help get you started out right. These professionals aren’t only about the numbers – they’re real people who care about your future and your goals.

When you meet with your financial advisor for the first time, they will ask you about your career, your life aspirations and your vision for your financial future. Then, your advisor will provide options and offer advice about how to invest your money to help bring you closer to what’s most important to you.

Having a secure retirement fund is great, but what about today? Read our infographic to learn more about the process and benefits of working with an OnPoint Financial Advisor.

Download Infographic Now

 

Why-You-Need-a-Financial-Advisor---OnPoint-Community-Credit-Union-Infographic_for-blog_full-width-image-min

https://www.vanguard.com/pdf/ISGQVAA.pdf

https://www.johnhancock.com/news/retirement-plan-services/2016/09/working-with-a-financial-advisor-doubles-retirement-preparedness-john-hancock-retirement-plan-services-survey.html

https://corporate.morningstar.com/US/documents/ResearchPapers/AlphaBetaandNowGamma.pdf

4  https://www.johnhancock.com/news/retirement-plan-services/2016/09/working-with-a-nancial-advisor-doubles-retirement-preparedness-john-hancock-retirement-plan-services-survey.html

5  https://corporate.morningstar.com/US/documents/ResearchPapers/AlphaBetaandNowGamma.pdf

Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

https://brokercheck.finra.org/

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