Signs you may need an advisor
You’re upset, apprehensive, stressed, or overburdened by your financial situation
Speaking with an advisor might also be helpful if you are financially secure but merely want confirmation that you’re on the right track. At CTT Group, our knowledgeable advisors can make changes to your plan to help you achieve your goals more successfully.
You don’t currently have an estate plan.
To ensure that your assets are managed according to your preferences when you die, a financial advisor can help you create an estate plan.
Despite your investments, you continue to lose money
A weak market or a wrong decision can cause a setback for even the most successful investors. However, investing properly can greatly increase your net worth. If your investment strategy isn’t working, you should contact a financial advisor to pinpoint potential problem areas and modify your strategy as necessary.