RepublicanView.org

Please Read or Unsubscribe

Sponsored content keeps our newsletter free. We do not endorse all advertisers.

SPONSORED BY SMARTASSET

Working with a financial advisor can be a crucial part of any healthy retirement plan. But choosing the wrong one could potentially wreak havoc on your retirement.

A 2022 Northwestern Mutual study found that 62% of U.S. adults admit their financial planning needs improvement. However, only 35% of Americans work with a financial advisor.¹

Why? With thousands of options available, it can seem daunting too choose an advisor. Plus, it can determine your financial trajectory for years to come. While advisors are prohibited from promising returns, research suggests that people work with a financial advisor:

Feel more at ease about their finances, and
Could end up with 15% more money to spend in retirement.²

SmartAsset's no-cost tool simplifies the time consuming process of finding an advisor. A short questionnaire matches you with up to three vetted financial advisors serving your area. Advisors have been rigorously screened through a proprietary due diligence process and are legally bound to work in your best interest.

Ready to know what to look out for? Check out SmartAsset's list of seven mistakes to avoid when choosing an advisor so you can potentially save years of stress.

See all 7 mistakes >>

Try SmartAsset's Financial Advisor Matching Tool

Get retirement ready. Try this free quiz to get matched with up to 3 vetted financial advisors serving your area.

Get Started

Sources:
1. "Planning and Progress", Northwestern Mutual (2022)
2. "Journal of Retirement Study Winter" (2020). The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the link to see the methodologies employed in the Journal of Retirement study.

This is not an offer to buy or sell any security or interest. All investing involves risk, including loss of principal. Working with an adviser may come with potential downsides such as payment of fees (which will reduce returns). There are no guarantees that working with an adviser will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

SmartAsset.com is not intended to provide legal advice, tax advice, accounting advice or financial advice (Other than referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States). SmartAsset is not a financial planner, broker or tax adviser. The Service is intended only to assist you in your understanding of financial organization and decision-making and is broad in scope. Your personal financial situation is unique, and any information and investing strategies obtained through SmartAsset.com may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.

SmartAsset Advisors, LLC ("SmartAsset"), a wholly owned subsidiary of Financial Insight Technology, is registered with the U.S. Securities and Exchange Commission as an investment adviser. SmartAsset’s services are limited to referring users to third party advisers registered or chartered as fiduciaries ("Adviser(s)") with a regulatory body in the United States that have elected to participate in our matching platform based on information gathered from users through our online questionnaire. SmartAsset receives compensation from Advisers for our services. SmartAsset does not review the ongoing performance of any Adviser, participate in the management of any user’s account by an Adviser or provide advice regarding specific investments. We do not manage client funds or hold custody of assets, we help users connect with relevant financial advisors.

DISCLAIMER
Use of this Publisher's email, website and content, is subject to the Privacy Policy and Terms of Use published on Publisher's Website. Content marked as "sponsored" may be third party advertisements and are not endorsed or warranted by our staff or company. The content in our emails is for informational or entertainment use, and is not a substitute for professional advice. Always check with a qualified professional for treatment advice and/or diagnosis. Be sure to do your own careful research before taking action based on anything you find in this content.