Who do you call when you have a question? You call an expert. Which expert for what problem? Let's chat about that now.
Accountant - What questions are typically the realm of an accountant? How much is the right amount for you to invest this year to minimize your taxes? Is it in your best interests to set up an LLC or S-corp for your business? Will gifting money or assets to family members be a good solution for your estate concerns? These are all questions for an accountant. To get the very clearest answers you need to speak with someone well versed in your particular situation and in the tax code.
Attorney- What questions are the purview of an attorney? Should I set up a family limited partnership for the family camp to ensure it stays in our family and to make sure all the kids get to use it? Do I need a will or a living trust for my estate? Which would be best for my particular situation? These and other situations, such as establishing an advanced direction or power of attorney are generally handles by an attorney.
Financial advisor- What should you expect from a financial advisor? FAs can create a detailed financial plan for you. What investments do you currently have and what's your goal for your future? What are hoping to achieve: early retirement? And estate to pass on? Financial freedom? Your present and future financial goals, how to specifically achieve them based on your risk and other considerations, are part of the job of a financial advisor.
Finally, are you enthusiastic about your professional helpers? You can be. You can know you are getting great advice and help. You can have someone who is really looking out for you and your family. You can have a professional who you feel blessed to have found. You can have an expert in communicates clearly and helps you achieve your goals. You CAN have all this with your professional experts. If you don't have them, start asking around!
Marion Syversen, MBA
NorumbegaFinancial
207.862.2952
Marion@NorumbegaFinancial.com
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Disclosure:
Only securities and advisory services offered through Wall Street Financial Group, Inc. Registered Investment Advisor. Member FINRA/SIPC. Wall Street Financial Group, Inc. and Norumbega Financial are separate entities, independently owned and operated. (CR8723)
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