Tuesday, November 24, 2009

I Need Help!!!

Many factors can lead you to the decision that you need help with your investments. You may not have enough time. You may lack certain necessary skills. Maybe you can't filter out what really applies to you. Or, like many of our clients, you want to focus on other parts of your life.

First, notice we said help. Management must be a team effort and you still need to be involved in your investments to find the best fit.

How do you find an advisor or manager to help you? Well, it's a lot like looking for a doctor who specializes in your particular ailment. My wife had a back problem and needed surgery. All of our friends (and clients) recommended their doctor that did their back surgery. They told us how much they liked their doctor. So we interviewed several before we decided on would do her surgery.

Financial professionals, like doctors, have many different paths to choose form for treatment of a problem. You want the doctor who can produce the expected results, not the doctor who is most popular.

The first person you talk to may not be the best, but they get chosen just so you can get it out of the way. Then, you may never revisit that choice even if you have suffered significant losses or mediocre returns.

If you had a serious illness, you would take a genuine interest in finding the best choice to treat you. WealthKare is as important as your healthcare. You need to choose a person or group that give you simple, clear, and solid solutions.

To hear the Smart Money Radio Show segment focused on this topic, Please Click Here! (about 7 minutes long)



To hear the full Smart Money Radio Show where Bruce discusses this topic and more, Please Click Here! (about 25 minutes long)

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