Schaaf Financial Group

CONNECT

Address:

1530 Byers Street
Batesville, AR 72501

Phone:

(870) 793-4416

Can't I Do This Myself?

Question:  Why would I use a financial advisor? Can't I do this myself online?

 

Our Answer:   With the wealth of information and online trading platforms on the internet, there are many investments you can make without the assistance of an advisor.

 

Some Things to Consider:

  • Do you truly have enough time in the day needed for monitoring, oversight, and adjustments on your investments and financial plan as time and situations arise?
  • Does your job and other life aspects afford you the opportunity to dedicate the required time to such crucial aspects of investing such as retirement planning, money management and debt elimination?
  • Are you able to evaluate the amount of risk that each one of your investments has and measure how it affects the overall risk of your portfolio?
  • Are you able to tell when it is a good time to diversify more and when excessive diversification can adversely affect results?
  • Are you adept at watchiing out for overlap of investments?
  • Are you aware of classic investor pitfalls and behaviours that damage your financial plans?
  • Are you confident on when to transition from 'growth' to 'preservation' and what assets to utilize?

These are some of the many reasons why an investor may choose to utilize a financial planner. We would love the opportunity to speak with you about these issues and any other questions that you may have.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck