“What Can a Financial Advisor Do for Me?” (Videos)

In case you missed Karl’s recap of his experience at NFAW, please click here.

An aging population and an uncertain investment environment mean that investors, more than ever, need professional, objective financial advice. According to a 2013 Society of Actuaries Survey, almost half of pre-retirees and more than half of retirees fail to consult a financial advisor.1

To help recognize the work that financial advisors do and provide valuable resources to investors of every experience level, our firm participated in the inaugural National Financial Advisor Week (NFAW) in Times Square, New York City. Our Consultant Karl Schwartz served as a speaker for the “What Can a Financial Advisor Do for Me?” panel, which took place on Wednesday, September 17.

Hewins Financial at NFAW14

Watch exclusive footage from Karl’s interview and panel discussion:

Social Security Planning and Digital Planning Software

 

The Importance of Planning for Healthcare Costs in Retirement

 

Withdrawal Strategies in Retirement

 

The Potential Benefits of Working with a Financial Advisor

 

To discuss your financial plan with Karl or any of our other financial advisors, please call 888-520-3040 or search for an advisor at an office near you, using our interactive map

 

Hewins Financial Advisors, LLC d/b/a Wipfli Hewins Investment Advisors, LLC (“Hewins”) is an investment advisor registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Hewins is a proud affiliate of Wipfli LLP. Information pertaining to Hewins’ advisory operations, services and fees is set forth in Hewins’ current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at www.adviserinfo.sec.gov. The views expressed by the author are the author’s alone and do not necessarily represent the views of Hewins or its affiliates. The information contained in any third-party resource cited herein is not owned or controlled by Hewins, and Hewins does not guarantee the accuracy or reliability of any information that may be found in such resources. Links to any third-party resource are provided as a courtesy for reference only and are not intended to be, and do not act as, an endorsement by Hewins of the third party or any of its content or use of its content. The standard information provided in this blog is for general purposes only and should not be construed as, or used as a substitute for, financial, investment or other professional advice. If you have questions regarding your financial situation, you should consult your financial planner, investment advisor, attorney or other professional. Hewins does not provide tax, accounting or legal services.
OneBite Editorial Staff
OneBite Editorial Staff

OneBite® is a Top 50 Financial Advisor Blog powered by Hewins Financial Advisors. Founded in 2011, the digital magazine is dedicated to providing intelligent, in-depth coverage and analysis of the top financial and economic issues facing investors today.

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“What Can a Financial Advisor Do for Me?” (Videos)

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