Compelling Reasons to Hire a Financial Strategist
Royal Alliance Associates, Inc. 733 Third Avenue, New York, NY 10017
Serving Clients in Hawaii and Asia Pacific Since 1980
November 15, 2003
Contact: Johnson W. K. Choi, MBA, RFC. - Registered Representative, Royal Alliance Associates Inc., Member NASD/SIPC.
Stocks. Bonds. 401(k)s. Variable annuities. 529 plans. Life insurance. What do they all mean? How do they mesh together?
If you are unsure about the answers to these questions, you're not alone. Many people avoid planning for their financial futures and the products that could help them increase their wealth because the process seems so difficult. It's hard to analyze, understand and select individual financial products. It's even harder to put together a "big picture" plan that identifies needs and seeks answers to help reach each of your financial goals. But, a successful plan can make the ultimate difference in your lifestyle: where the kids go to college, where you live, where and how often you vacation, when and how you retire, and whether your family or the government gets what's left. If you are among the majority of people who would like to handle these issues, but aren't sure how to proceed, a professional financial strategist can help you.
There are four solid benefits you can expect when you consult with a finance professional:
GAIN KNOWLEDGE: Let's face it. Most of us don't have the time or inclination to become experts in retirement planning. But that's exactly what financial professionals have done. They are educated and trained to analyze client needs, understand the broad investment process, and get you on track to meet your long-term financial goals, as well as recommend specific financial products.
SAVE TIME: Financial strategists bring experience and expertise to the table so you don't have to spend your time "reinventing the financial wheel.” They also have access to sophisticated computer programs to help allocate and reallocate resources in changing market conditions. With their knowledge and software, they can save you time while quickly getting your assets to work for you.
COORDINATE EFFORTS: In the world of finance, "one size doesn't fit all." Investors have multiple financial objectives. In many cases, they need multiple financial products. Financial strategists understand and can explain how mutual funds, variable annuities, 529 plans, life insurance and other products can all work together effectively to meet planned financial objectives. And they have access to a broad range of innovative investment ideas and research. You don't have to go it alone; better yet, you can deal with one knowledgeable financial professional who pulls it all together.
TAKE CONTROL OF YOUR FINANCES: Planning IS hard. But it doesn't have to be overwhelming. When working with a financial professional, you get the knowledge and third-party objectivity to help make solid investment decisions while avoiding the latest investment fads. Also, have you thought about how you can effectively pass along your wealth? There are strategies and products that can let you pass along more than memories. The advice and recommendations you receive can make all the difference to your heirs, and provide you with a real sense of accomplishment.
Would you perform your own open-heart surgery? Would you represent yourself in a criminal law suit? If you answered "no" to these questions, then maybe it's time to consider getting advice to manage your wealth. Sometimes making the first step is the hardest. One of the biggest obstacles to achieving success is doing nothing. Think about your goals for your family and yourself. Doesn't it make sense to trust your finances to a professional financial strategist today?
TO FIND OUT MORE, PLEASE WRITE, FAX OR E-MAIL US:
First Hawaiian Capital Planning
Address: 55 Merchant St, Harbor Court, Suite 1813, Honolulu, Hawaii 96813, USA.
Phone: (808) 222-8183; Fax: (808) 524-8063
*All Legal Works Through Designated Attorneys,
*All Tax Work Through Terry S. C. Wong, CPA, Inc.
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Most recent revision Saturday, November 15, 2003