Phone: (412) 571 3174   |   Email: roselynw@mdafinancial.com

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"The future depends on what we do in the present." ~ Mahatma Gandhi

Why Work With a Financial Planner? | Planning Insights

There are many reason to work with a financial professional.  Here are some of the reasons.

  • A financial professional can apply his or her skills to your specific needs. Just as important, you have someone who can answer questions about things that you may find confusing or anxiety-provoking. When the financial markets go through one of their periodic downturns, having someone you can turn to may help you make sense of it all.

  • If you don't feel confident about your knowledge of investing or specific financial products and services, having someone who monitors the financial markets every day can be helpful. After all, if you hire people to do things like cut your hair, work on your car, and tend to medical issues, it might just make sense to get some help when dealing with important financial issues.

  • Even if you have the knowledge and ability to manage your own finances, the financial world grows more intricate every day as new products and services are introduced. Also, legislative changes can have a substantial impact on your investment and tax planning strategy. A professional can monitor such developments on an ongoing basis and assess how they might affect your portfolio.

  • A financial professional may be able to help you see the big picture and make sure the various aspects of your financial life are integrated in a way that makes sense for you. That can be especially important if you own your own business or have complex tax issues.

  • If you already have a financial plan, a financial professional can act as a sounding board, giving you a reality check to make sure your assumptions and expectations are realistic. For example, if you've been investing far more conservatively than is appropriate for your goals and circumstances, either out of fear of making a mistake or from not being aware of how risks can be managed, a financial professional can help you assess whether and how your portfolio might need adjusting to improve your chances of reaching those goals.

This material was prepared by Broadridge Investor Communication Solutions, Inc. and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note - investing involves risk, and past performance is no guarantee of future results. Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy  or completeness of these materials. The information in these materials may change at any time and without notice.

Securities and investment advisory services offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. MD&A Financial Management and BFCFS are independent entities.

The ‘Five Star Award’ is presented to 7% of wealth managers with five years or more of experience in the financial services industry.  The final list identifies the wealth managers evaluated in a local market that score highest in client satisfaction.  Each wealth manager was reviewed for regulatory actions, civil judicial actions, and customer complaints.  Details of the award can be viewed at www.fivestarprofessional.com.  Third-party rankings and recognitions from rating services or publications are no guarantee of future investment success.  Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or result.  These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.

Investments products and services available only to residents of: AK, FL, KY, MD, MI, NC, NJ, NY, OH, PA, RI, SC, VA, WV.

Licensed to sell insurance products in the following states of: PA.

Check the background of Roselyn Wilkinson or BFCFS on FINRA’s BrokerCheck website.

 

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