6 Reasons You May Need A Financial Advisor

Financial Planner Wealth Manager Omaha Nebraska True Measure Wealth Management

Are you a father or mother working hard or struggling to provide for your family? Are you an entrepreneur who works all day and all night to make sure your company is a success? Are you having difficulty finding financial peace? Do you find it challenging to be completely happy with your current situation? A good financial advisor should be able to help you address all of these questions as well as assist in developing a plan to tackle any imbalance you may be facing financially and personally; the following reasons help to explain a few reasons why everyone needs a great advisor by their side!

 

1.    Having a financial advisor can free up your time

You want more time to spend with your family instead of making sure that your financial future will be secure, we can help with that so you have more quality time with your family.

You find yourself working hard on your startup and cannot find the time to invest in making sure you have the right financial plan to direct your decisions.

 

2. Worrying about whether you have enough for retirement or how you are going to pay for college should not be keeping you up at night

 With the help of a financial advisor we can help make sure that you are on the right savings track for your retirement lifestyle. Our financial planning process will make sure that all of your fears and concerns are addressed and taken care of.

 

3. you know you are not truly happy & need help, but don't know where to start financially

Some people need good financial advice that not only looks at their finances but also looks into helping you reach your dreams and goals that you are currently struggling to achieve on your own. Happiness is not found alone, happiness is usually found through other people.

4. Traveling the world is not cheap & You want to be financially ready

We want to help you achieve your dream of traveling the world in retirement or maybe you just want to be able to take your family on a family vacation every summer. Having the right financial plan can make that dream of travel a lot easier to attain.

 

5. You just inherited a large sum of money & don’t know how best to handle it

Having a good financial plan in place around that new inheritance will help make sure that you have a solid future in front of you and that the inheritance is invested properly. Many times it will be a large portion of one company’s stock, if that company goes down there goes your inheritance. A financial advisor will be able to help you invest the money properly and wisely.

 

6. Your family business is getting ready for succession

Family business can be difficult to handle when everything is only overseen by those involved. Having a financial advisor create a team of experts oversee the succession planning for a family business can save a lot of headaches and broken hearts. The last thing we want to see is a family hurting from a poorly executed succession plan.

 

I aim to help you create whatever legacy it is that you dream of; through a holistic approach, financial planning can be the answer to many people’s seemingly unanswerable questions. 

To Read More Check Out "5 Financial Planning Decisions You Won't Regret."

Financial Planner True Measure Wealth Management Omaha Nebraska

Steven LaFleur attended college at the University of Nebraska-Lincoln where he majored in finance. After college, he worked in his family’s business. After three years Steven decided it was time to pursue his passion; helping and educating younger generations on money, planning, and finances. Steven is now a financial advisor at True Measure Wealth Management in Omaha, NE. Steven and his wife Kelly have two daughters who keep them busy at all times of the day. Steven enjoys skiing in the mountains and also biking and golfing during the non-snowy months. As a junior advisor, he’s passionate about helping the younger generations plan for their future. For more of Steven’s insights subscribe below.