Signs you may need an advisor
Your financial situation is making you angry, stressed, anxious, or overwhelmed.
Speak to an advisor if you are financially stable but want assurance that you’re on the right path. Our knowledgeable advisors at CTT Group can make suggestions for improvements to your action plan, helping you achieve your goals more successfully.
You don’t have a current estate plan
A financial advisor can also help you create an estate plan to make sure that when you die, your assets are handled according to your wishes
You have investments but are still losing money
Even the most successful investors occasionally suffer financial setbacks due to poor decisions they make or a weak market. But if you invest wisely, you can dramatically increase your net worth. If your investment strategy isn’t working, you should speak with a financial advisor to pinpoint areas that could use improvement and modify your strategy accordingly.