.png){kind=small}
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.