4 Reasons Why You Need A Financial Advisor | Corter Moon
This post is sponsored by DiamondLinks



If you are like me and you are not entirely familiar with financial dealings, which includes various services like retirement planning, insurance needs and more, chances are, we need a little bit of help. Jason Vanclef of Vanclef Financial Group spoke to The Startup Magazine about various financial ventures and why they are important.

Retirement Planning

Retirement planning is one of the things that many of us often overlook. But in our later years in life, we'll all need money to live on at some point. If we are thinking about our future, it is almost a necessity to think about our retirement, and how we are going to live our lives in our later years. This is just one service that Jason Vanclef offers to his clients, helping them navigate the sometimes confusing waters of planning for your retirement. 

Portfolio Management

This is another topic that many of us, most definitely including myself have trouble with. It is probably why I haven't learned about stocks very much, which is something that I want to change this year. Vanclef is highly skilled in the area of portfolio management. When you hire someone to manage your portfolio, you are hiring someone to look over your portfolio a good amount of their time. This is to help you to make the right decisions financially when it comes to building a good portfolio. One where you will not "buy high and sell low." With portfolio management, they help to guide you in finding the right and top-performing funds in the areas that you are looking to invest in. 

Investment Planning

Investing doesn't just always mean putting your money right into stocks. For example, you could be wanting to put your money to work in an educational fund, or a CD, estate planning, wills, and more. Vanclef Financial Group has made it extremely easy to invest your money into whatever you are planning to. They will sit and strategize with you on what will best meet your priorities in investing your money properly. They will even perform periodic reviews in order to see if anything needs to be changed due to things like economic conditions, and tax laws, among other things, such as if you would like to invest more or not. 

Insurance Services

Insurance is something that is often overlooked but is actually one of the most needed things to protect yourself and your family. However, before you commit to an insurance plan with an insurance company, it is important to sit down and determine exactly what you and your family's specific needs are. Vanclef's firm is able to employ these services. They will sit down with you one-on-one and help you to make important decisions about insurance. Some of their services include but are not limited to, disability insurance, annuities, life insurance, life settlements, and long-term care. 

So, if you are looking into finding someone to help you out in the way of managing your money, Vanclef and his firm are at the ready to help you, no matter what your needs are. 


SHARE 0 comments

Add your comment

Disqus

© Corter Moon · THEME BY WATDESIGNEXPRESS