There are a lot of misconceptions about the financial services industry. Put off by the fear of being sold to, many assume advisors are simply pushing products. Others assume they do not have enough money or investments to need an advisor. The reality is this: you don’t know what you don’t know – advisors can guide you towards options that work to achieve your goals.
Who Benefits from an Advisor?
Regardless of where you stand in your financial life cycle, an advisor is a great tool to find out if there is anything you’re missing. Our clients are of all ages and stages in life. The best way to answer this question is to look at who you are, rather than who we are:
The first time home buyers: starting a family and considering the future expenses of education, home ownership, building a foundation for retirement savings. We can guide you to the tools and resources to fund savings plans, tools to find competitive mortgage rates, and suggest the right investment products for your unique investor personality.
The busy parents of young adults: searching for a new home or investment property, building a diverse portfolio, and preparing the kids for college. We can help you manage where money is coming from to cover large expenses like investment properties and college tuition. We also have tools and services to take the pressure off of parents when it comes to the college planning process.
The pre-retiree: the kids are on their own and it’s time to start thinking about what’s next, permanent move to the shore house? What sources of income are available in the next 10 – 12 years? We can help you organize, align, and position your assets with the help of an in-depth Bucket Plan. Dividing your portfolio into Now, Soon and Later buckets of investments of income that will be utilized throughout retirement.
The legacy planners: enjoying a secure retirement, ready to direct assets to the next generation. With the collaboration of estate planning professionals and the CPA firm on-site, we work with clients to plan the movement of their assets in a tax efficient manner. Multigenerational planning is one of the most rewarding aspects of financial advising and has the most enduring benefits for clients.
The any-age entrepreneurs: taking over a family business, launching a new business or product, concerned about protecting employees. At any time in the financial life cycle, business owners and entrepreneurs can greatly benefit from professional financial advisement.
For business owners, building a relationship with an advisor can lead to greater security and less surprises; we help streamline and protect their business. Again, calling upon our alliance with Gilbert, Wilson & Hunter, LLP, tax planning, partnerships, and succession questions can be addressed all in one place.
With a financial advisor in your corner, you have an experienced, trusted professional to call when you are wondering what to do with your money – plain and simple. Your advisor knows you and your risk tolerance, your values and your goals. At Allied Financial Consultants, we love technology, but a robo-advisor can’t understand the important stuff like we can. Many of our clients have become part of our Allied family because we get to know them and their families – that isn’t just our business, it’s our culture.
So, how can we help you? Let us get to know you more! Call us today at (215) 497-8368 or complete a contact form online with more information on yourself and your goals.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC and Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Allied Financial Consultants, LLP, Gilbert, Wilson & Hunter, LLP and Cambridge are not affiliated. Gilbert, Wilson & Hunter, LLP is a public accounting firm. Cambridge does not offer tax advice.