Forge your path.
Top 5 reasons to work with a financial advisor*
ONE
To have a plan to live and maintain your current standard of living.
TWO
To get your financial house in order.
THREE
To optimize your investments for wealth potential.
FOUR
To reduce the risk of unanticipated events.
FIVE
To increase financial confidence.
Investors who have a financial professional say**
56%
more confident in investing
37%
less likely to work in retirement
24%
less likely to face a financial crisis in retirement
170%
more money in retirement accounts
37%
higher financial confidence
Test your plan strength
Disclosure: This test is for informational purposes only, and shall not be deemed as advice. Please consult your financial professional for advice specific to your financial situation.
*Securities offered through Cambridge Investment Research, Inc.
**Compared to those who do not have a financial professional. Merrill Lynch Retirement Survey, 2006, 2013.