Quote Of The Week: What An Advisor Is For

“A lot of Wall Street Journal readers have told me they think hiring a financial adviser is a waste of money. I disagree. A good adviser doesn’t only manage investments but can help you save or make a fortune through better decisions on tax, estate and retirement planning, buying or selling a home or business, and so on. Such advice is well worth paying for — and the biggest investment you can make in it is the time you put into picking the right person in the first place.”

Jason Zweig, “The Special Trick To Find the Right Financial Adviser,” The Wall Street Journal, September 8, 2017

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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