KFA Blog

Do You Prefer a Window or an Aisle Seat?

b2ap3_thumbnail_window-seat.jpgDo You Prefer a Window or an Aisle Seat?

You know that point in the flight after the pilot says flight attendants please prepare for landing, when everyone starts to look out the window to see the landscape from above, to gain a clearer view?  Regardless of whether you’re in a window or aisle seat you’ve probably found yourself trying to get a glimpse of what life looks like from above.  This is exactly what you should expect from your financial advisor.

As you are caught in the day-to-day of working hard to prepare for your future, someone should be managing the big picture to keep you on track for whether and when you’ll reach your destination. 

Here is a list of what you should expect from your financial advisor:

  1. Your advisor should serve as the pilot guiding you in the direction of your next move.  Regardless of turbulence in the world, s/he should still get you to your destination safely.  Aware of your goals, you can trust your advisor is on your team.
     
  2. You should not feel uncomfortable in the middle seat nor should you feel pushed into buying any specific products.  Although various insurance or investment products are necessary in your financial plan, your advisor should make recommendations on what you need.  S/he should offer to provide any additional resources for where to obtain these products, as needed.
     
  3. You should know what is going on in your financial plan.  It should not seem like a foreign language, but rather something you are a part of and understand.  A financial advisor should be able to provide the facts in the following areas:
    Insurance Planning Investment Management
    Tax Planning Financial Planning
    Estate Planning Education Planning
    Retirement Planning  
    There is not a one-size-fits-all recommendation in any of the above areas.  It is very important that you receive customized advice specific to your situation.  Seek qualified advice!
     
  4. When you work with a financial advisor you should feel like you are First Class.
     
  5. Just as the entire flight crew is important, so is your advisor’s team.  This support is important in completing the journey ahead.


Our team, here at Kabarec Financial Advisors, Ltd., feels it is crucial to provide our clients with quality service they can expect!  We strive to give every client a First Class experience.  If you or someone you know needs guidance from a professional, please contact us at 847-934-7777 to schedule an appointment today.

Set a Goal to START!
1Q2014 Market Commentary

Related Posts

 

Comments

No comments made yet. Be the first to submit a comment