The Basics of Financial Advisors

Think of a financial advisor like you would a partner in your investing and financial future. For instance, what if you were hoping to retire in the next 10 years, but you weren’t sure if it was possible? A financial advisor can help you understand where you are — and set a plan up to meet your goal.

What About an Absolute Beginner?

What if you’re just starting out, and you don’t really know what sorts of goals to set? Don’t worry, advisors can help you at this stage, too.

Education and Advising

A financial advisor does more than just manage and oversee your portfolio. Part of their job is to educate you about the financial matters related to your goals.

Developing a Financial Plan

One of the most critical aspects of a financial advisor’s job is to develop your financial plan. This plan represents the what, why, and how of your money:

  • What you want to do with your money
  • Why a certain strategy is important
  • How you and your advisor will move you forward
  1. It shows you where you are right now with assets, liability, and net worth.
  2. It recaps where you plan to go.

What’s in It for Them?

Of course, another related question from all this help is: what’s in it for the advisors? Financial advisors have multiple plans and price points depending on your needs.

How Do I Get Started?

Ready to learn more about how financial advisors can take you where you want to go for your financial future? The team at Delta Capital Management is here to help.



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Sean Casterline

Sean Casterline

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Wealth Manager at Delta Capital Management located in Maitland, Fl.