First Horizon Advisors believes that those who work with professional financial advisors increase the probability of achieving their financial goals when compared to the do-it-yourself investor. We focus on three key benefits of working with an advisor below.
- The Plan: Human nature is to worry and have some level of loss aversion, but by partnering with a professional financial advisor some of the irrational decisions can be mitigated. The key is a financial plan and to stick to that plan through the good and bad.
- The Value: Our partners over at Envestnet have spent countless hours researching and quantifying the value that advisors bring to the table by focusing on 5 core areas: Financial Planning, Asset Allocation, Investment Selection, Systematic Rebalancing and Tax Management.
- The Partner: The best financial advisor becomes their clients' most trusted resource and partner and may provide guidance and perspective across all life events.
Make sure that you find someone that puts your interests first, helps develop a plan and guides you through the process.
