When is the Right Time to Talk to a Financial Advisor?

Tuesday, February 2, 2016 | 8:41 pm

When is the right time to talk to a financial advisor? No, this isn’t a trick question. In fact, the answer may be simpler than you think.

According to Ricky Biel, Principal Partner at Pasadena’s Haydel, Biel and Associates, now is the time. Whenever now is, that’s the right time, he says. But most people are uncertain as to what to expect at their first meeting. Biel explains that building trust is a big part of maintaining a healthy financial relationship.

In addition to asking technical questions like “What should I expect?” and “What is your schedule for retirement?”, Biel underscores the importance of addressing subconscious questions that you form about the financial adviser you are dealing with: how deep is your confidence in her or him?

Financial advisors can help increase your savings, lower taxes you pay, build your retirement funds and help you achieve your’s life financial goals. Get the full story in the video below:

Haydel Biel & Associates are ready to help make sure your financial portfolio is on the right track. For more information you can visit www.hbawealth.com. The firm is located at 100 East Corson Street. Suite 310 in Pasadena. You can reach them at (626) 529­8347.

 

 

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