Why Have a Financial Advisor?
Our clients are certainly smart enough to do their own financial planning. The internet has made information about investments abundant and cheap, or even free. So why have a financial advisor?
Financial advisors at Oak Point Wealth Management have spent thousands of hours thinking about suitable ways to help people pursue their financial goals. We have seen hundreds of examples of good and bad financial decisions, and we have been through multiple bull and bear markets in stocks, bonds, real estate, interest rates and commodities. We frequently attend coaching and educational events, and network with other successful financial advisors across the country to share knowledge and best practices.
Hiring an experienced independent financial advisor may allow you to access ideas accumulated over years of work and across many different financial and family circumstances. While any given situation may be new to an individual, the advisors and staff at Oak Point may have guided many clients through a very similar experience.
It is often said that experience is the best teacher. In reality, learning from someone else's experience is even better! Working with a financial advisor can be one of the best ways to harness the experience of many people who have gone before.