Is It Time To Consult A Financial Advisor?

by Ron Haynes

Although you can manage your own finances without the aid of an independent financial advisor, sometimes the complexity of your financial picture necessitates bringing in the big guns. Are you really able to understand the ins and outs of retirement planning, estate planning, insurance, investments and taxes?

Happy young couple at meeting with a financial planner At this point, you may be wondering who to turn to and sadly, most people rely on the advice of friends who “know this guy” or on the Internet yellow pages. Both can sometimes be successful, but if you don’t want to get advice from friends or from the yellow pages, try using WiserAdvisor. WiserAdvisor is an innovative way for individuals and independent financial advisors and professionals to find each other.

WiserAdvisor’s algorithms are designed to match individuals completing its online questionnaire with their ideal advisors who specialize in portfolio management, retirement and estate planning, educational planning, taxes, insurance, and business finances. Regardless of the area you need help with, WiserAdvisor can help match you with the professional you need for your personal situation.

Why WiserAdvisor?

  1. No Obligation – You do not have to sign up for advisory services with any advisor that you are matched with.
  2. No Costs – Using their site to find your ideal independent financial advisor is completely FREE!
  3. Confidential – Your personal information is kept confidential and ONLY shared with the financial advisors who are matched to your preferences.
  4. No Conflicts of Interest – WiserAdvisor is NOT a financial services company and does NOT offer any financial advice. Their only goal is to provide you with the best advisors to help you achieve your financial goals.
  5. Quick and Easy – Their “Search Assistant” takes less than one minute to complete.
  6. Saves You Time – By using WiserAdvisor you will only have to research financial advisors who meet your requirements and whose requirements you meet as well.
  7. Hundreds of High Quality Advisors – WiserAdvisor works with numerous advisors from a wide range of companies, giving you a broad array of choices. All advisors have to meet strict qualification standards to be admitted to our site.
  8. Several Search Methods – They’ve developed two different search methods, so you can use the one that you are most comfortable with.

If you’re beginning to realize that your financial situation warrants the advice of a professional, consider using WiserAdvisor to find the perfect financial advisor for you.

About the author

Ron Haynes has written 988 articles on The Wisdom Journal.


The founder and editor of The Wisdom Journal in 2007, Ron has worked in banking, distribution, retail, and upper management for companies ranging in size from small startups to multi-billion dollar corporations. He graduated Suma Cum Laude from a top MBA program and currently is a Human Resources and Management consultant, helping companies know how employees will behave in varying situations and what motivates them to action, assisting firms in identifying top talent, and coaching managers and employees on how to better communicate and make the workplace MUCH more enjoyable. If you'd like help in these areas, contact Ron using the contact form at the top of this page or at 870-761-7881.



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