Broker Dealer Advisors Near Me
Retire On Track LLC.
If Your Advisor is a Broker/Dealer, How Can You Be Sure the Your Advisor is Only Acting in Your Best Interest?
A broker/dealer is an individual who sometimes makes deals for clients and who sometimes makes deals for the firm he or she works for. If people choose financial advisors who are also broker/dealers, how much confidence can be placed in the investment advice that is received?
Over time it has become common that people have evaluated their investments by giving their broker/dealers or financial advisors their permission to do the hard work for them; the broker/dealer advisors investigate the investment options, and then encourage their clients to takes action.
Sometimes, this proves to be enough to build a strong portfolio and to enable retirement goals to be achieved. But when financial advisors are also broker/dealers, how can anyone be sure that the broker/dealer advisors are acting in his or her best interest?
If you are in a position where you have a broker/dealer advisor, it is time to take back some control over your investments so that you can be sure that you reach your financial goals. If you are ready to take back that control, it is time for you to take the first step towards controlling your own financial planning.
The first step that you should take in order to have more of a say in your financial planning - and to be sure that your broker/dealer advisor is working to grow your portfolio - is to try Bob's free retirement calculator (available with a click of the blu button at the bottom of this page). The retirement calculator will change the way you look at financial planning. With it, will no longer believe that you cannot understand your own investments.
To begin with, when you use Bob's free retirement calculator, you will no longer have to take your broker/dealer advisor's word about how your portfolio is performing. Instead, after you enter some simple information about your savings and the stocks, bonds and mutual funds that you have invested in, you will be able to track how they have done in the past.
But you will also be able to look at projections for how those investments are expected to perform over the next twenty five years. And, you will be able to have some level of certainty that the amounts you see are the amounts that will be available to you. The projections provided by the retirement calculator take into consideration changing interest rates and inflation and the way that both affect the amount of savings that you will have available.
Not only will you be able to evaluate the investments that you already have, but also you will be able to evaluate the investments that you might make in order to see how making them will affect your retirement income. No longer will you need to rely on your broker/dealer advisor to tell you how a change to investment strategies would affect your savings; instead you will be able to see the outcome for yourself.
However even if you use the Bob's free retirement calculator to evaluate your investments, you still will not need to do all of your investing on your own. You will be able to take advantage of a free consultation with a financial advisor who is located in your area and who will be able to make sure that, if you have any questions you will get the answers that you need.
But even that does not mean that you cannot choose to stay with your broker/dealer as your financial advisor. The retirement calculator is not a tool that is meant to change whom you invest with; it is only meant to ensure that you are investing in a way that is right for you.
The benefit to using Bob's free retirement calculator is simple: you will be able to know what will come of the decisions that you make in your retirement planning - and therefore you will be able to be sure that you are prepared to reach all of your retirement goals. See for yourself the security that being prepared brings; click the blue button to access Bob's free retirement calculator.