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Posts Tagged ‘financial advisor’

Why You Need a Financial Advisor

Friday, July 10th, 2009

Why You Need a Financial Advisor

by: Kendrick Chua, the Wealth Warrior

Make no mistake about my title, I am not referring to insurance agents who claim to be financial advisors only to peddle product after product to satisfy the need-his (or her) need, not yours. Insurance companies did deem it necessary to elevate the designations of their sales force. After all, being a “financial advisor” is much more glamorous than being an “insurance agent”. The question of which title is nobler is another story.

What I mean by financial advisor is someone who can objectively and impartially give recommendations to help solve the need-yours.

A financial advisor performs several intangible functions on top of your doing your retirement plan, protection analysis and investment options:

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