It can be hard disclosing your financial matters to a financial professional. It can be even more difficult to rely on that person to guide you in reaching your financial goals. Trust makes the difference.
…one that’s concerned about serving them, using their gifts, their unique capabilities, and serving them at their point of need now…
Work with a trusted financial professional
Ask Brent Keith, CFP®, ChFC®, CASL®, a wealth management CERTIFIED FINANCIAL PLANNER™ Practitioner for First Financial Services, for the one piece of advice he’d give someone wanting to take control of their financial matters. His answer: get with a trusted financial professional.
Trust is the foundation of any relationship, and it’s especially important when you’re relying someone else’s expertise and insights to help guide you towards your financial goals.
To find a financial professional you can trust, start by getting referrals and references. Ask questions to get a sense of the prospective financial professional's working style. Go with your gut instincts. If you don’t like the answers you get, keep looking. For more information on finding a trusted professional, read Key Considerations for Finding the Best Financial Professional. Then use LPL's financial professional search tool.
Speaker 1: What’s one piece of advice you could give someone who wants to start taking control of their financial health today, what would that be?
Speaker 2: The one piece of advice I would give to anyone that's wanting to take control of their financial matters in their lives is to get with a trusted professional - one that cares about them, one that's concerned about serving them, using their gifts, their unique capabilities, and serving them at their point of need now to enable them to then go forward, somebody that cares to start with somebody who's just beginning. That's important.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
The views and opinions expressed by the LPL financial professional(s) are as of the date of the recording. These views may not be representative of other financial professionals and are not indicative of future performance or success. Neither LPL Financial nor the LPL financial professional can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
LPL Financial and First Financial Services are not affiliated entities.