Investment Advice Tailored to You

The best investment advisors provide financial analysis, propose a strategy to help you meet your goals and manage your risk tolerance, and then execute on the plan. They’ll work with you through each stage of the process, adjusting the strategy as your circumstances and savings potential change over time.

Investment Advice Tailored to You should understand the big picture, helping you establish a roadmap to financial independence so work becomes a choice instead of an obligation. They’ll work with you to grow investments that generate passive income so you can start living off your assets and saving for the long-term, enabling you to reach retirement and other life goals without working.

Expert Advice on Investments: How to Grow Your Portfolio with Confidence

They’ll also help you with the basics of budgeting, taxes and insurance to give you a holistic view of your financial situation. Financial planners often overlap with investment advisors, assessing your overall financial situation and proposing a strategy to help you achieve your goals, including managing debt, investing, saving for retirement and estate planning.

When shopping for an advisor, be sure to consider fees, professional responsibilities and how much they’ll charge you to prepare and present a formal investment strategy. Avoid high-pressure sales tactics and be wary of anyone who asks for upfront payments to get started. SmartAsset has a comprehensive Editorial Policy that covers principles surrounding accuracy, trustworthiness, editorial independence, expertise and objectivity. Click here to read the full policy.