An Advisor to Rely On
By: David Smyth, July 8, 2014
Last year was a great one for the stock market. Virtually all of us saw growth in our investments, and made some money. Simply put, everyone was happy. During these years of growth, it’s easy to believe that the relationship you have with your financial advisor is stronger than it actually is. When the market is strong, morale is high and it’s easy for your financial team to appear successful, regardless of how often they communicate with you. But the true test of your advisor’s strength comes when the market dips, and things begin to get rocky. How does your wealth manager respond when the economy is struggling? Does your planning team continue to interact with you in a positive way, and make wise decisions when it comes to handling your assets? At Family Financial Partners, we understand that changes in the market are beyond our control; ups and downs will happen. We can, however, control our commitment to serving you through all of the economic shifts we may encounter. Because of this, we strive to offer relationships and stability so that we’re more than just “fair -weather advisors.” If you aren’t working with our team at this time, take a moment to consider your relationship with your current advisor. Do you even have one? Would you feel secure if the market suddenly took a negative turn? If not, let me encourage you to set up a time to meet with us. How you choose to interact with our team is completely up to you. But we’d like you to know that, in addition to helping you invest your money, we’ll also give you the attention you deserve. We’ll make sure that we’re on the same page when it comes to when you should be contacted, when and how meetings should take place, and what should be discussed. Our goal is to make sure your planning goals don’t get lost…even in a thriving market. Our current market won’t last for ever. Why not make sure your relationship with your financial planning team is strong now, so that you can rely on them when economic shifts occur? Give me a call to discuss moving forward with our team today!