When Should I Work with a Financial Advisor?

Managing your money can feel like juggling a dozen priorities at once — budgeting, saving, investing, paying down debt, and planning for the future. It’s easy to wonder if you’re making the right decisions or missing out on opportunities to grow your wealth. That’s why many people consider working with a financial advisor.

✅ Wondering when to work with a financial advisor? You might benefit from professional guidance if you:

• Have multiple financial goals (saving for retirement, buying a home, college savings, etc.) and want a clear plan to prioritize them.
• Feel overwhelmed or unsure about investing, taxes, or insurance decisions.
• Have a complex financial situation — for example, significant assets, self-employment income, or inheritance.
• Don’t have time or interest in managing your finances on your own.
• Want a personalized, long-term strategy and accountability to stick with it.

At Advancial, our investment services, team is dedicated to investing in you and your future by helping you identify your financial goals and building a sound plan to pursue them. Our qualified advisors offer a full suite of financial investment services, including estimating your financial needs, minimizing the impact of taxes, and portfolio diversification.

Visit our Investment Services webpage to get connected with one of our financial advisors or visit your local Advancial branch for more information.