When to Meet with an Investment Advisor
While you may not need your investment advisor on speed dial anymore, there are certainly times when their expertise is needed.
When you change jobs
Although a new employer may offer a 401(k) rollover, that may not always be to your best advantage. An Individual Retirement Account (IRA) or other investment vehicles may be better suited for your investment strategy. An investment advisor can help you decide what is the best plan to help you achieve your goals.
When you marry or divorce
When household income changes, it is a good idea to review your financial plan and decide if it aligns with your changing needs and goals.
When you have children
Children require you to plan ahead. College savings, wills, and trusts are just a few financial strategies parents need to consider.
When you reach your financial milestones
Paying off your house, becoming an empty nester, receiving an inheritance, and other life events can alter your financial situation. This may require more sophisticated and creative financial planning tools such as professional asset management and tax-advantaged investments.
When you start a business
Business retirement and succession planning are necessities for today's business owners. A professional who understands your business' financial needs and demands, as well as your budget and long-term plan, can best help you devise a strategy to help you achieve it.
When you near retirement
This may be the most important time to talk with an investment advisor. Someone in or nearing retirement may need to adjust his/her portfolio to reflect his/her new lifestyle.
Now you can discover how convenient it is to have access to investment services at the same place you do your banking. Through Financial Center Services, LLC, you have access to a full array of financial services, including professional money management, retirement and education planning, and investment products such as stocks, bonds, mutual funds, and annuity products.
To schedule a free, no obligation consultation with Trent Harris or Chris Shockley, our investment team members, call 317.916.7730.
*Neither OneAmerica Securities, Inc. nor its representatives provide tax or legal advice. For answers to your specific questions please consult a qualified attorney or tax advisor. *Registered Representative of and securities offered through OneAmerica Securities, Inc., Member FINRA, SIPC, a Registered Investment Advisor. Insurance Representative of American United Life Insurance Company (AUL) and other insurance companies. Financial Center Services, LLC is not an affiliate of OneAmerica Securities or AUL and is not a broker dealer or Registered Investment Advisor.
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