Financial advisors can help their clients save money, invest their money, and plan for retirement. They are also able to help individuals who are getting ready to make a big financial move, like purchasing a home. Here are a few things to consider if you are thinking about hiring a financial advisor.
When looking for a financial advisor, it is important that you understand that there is a difference between stockbrokers and planners. There is also a difference between financial advisors and accountants. It is good to get familiar with all these different advisors so that you choose an advisor who is best suited for your needs.
Matthew Dixon is the owner of Trunorth Advisors in Seneca, SC. He uses is a tax-free strategy to help his clients plan for retirement. He also uses a three-step approach when helping his clients to assess their current financial situation, determine what an ideal retirement looks like to them, and layout a plan that will help them reach their long-term goals.
Look at training, experience, and reviews when finding a financial advisor. If you decide to work with Trunorth Advisors in Seneca, SC, and have Matthew Dixon help you plan your retirement, you will be happy to find out that he graduated from Utah State and has more than eight years in the financial planning industry. Also, individuals who have reviewed his work have had good things to say. They appreciate how knowledgeable and passionate he is. They also say that they never felt pressure when going through the retirement planning process.
