Signs you may need an advisor
You feel upset, stressed, anxious or overwhelmed by your financial circumstances
When you are financially secure but just want reassurance that you’re on the right path, speaking to an advisor can also help. At CTT Group, our qualified advisors can suggest changes to your strategy, helping you accomplish your objectives more effectively.
You don’t have a current estate plan
A financial advisor can also assist you in setting up an estate plan to ensure that your assets are managed according to your wishes after you pass away.
You have investments but are still losing money
Even the most successful investors experience financial setbacks when they make a bad decision or when the market is weak. But when done correctly, investing can significantly raise your net worth. If your investment plan is not producing results, you should consult a financial advisor to identify areas of improvement and adjust your plan accordingly.