Did you know that one of the biggest “secrets” to achieving financial success is working with a financial advisor?1 Yes, it’s true. But there is a persistent misconception that financial advisors are only for wealthy people. In reality, advisors work with a broad range of clients, creating a path toward financial success by helping them avoid common financial mistakes.
I understand how nerve-wracking it can be to take the first step in hiring a financial advisor. But there are a multitude of benefits that can come from a strong client-advisor relationship: less stress, improved financial security, and increased confidence in your future, to name a few.
With today’s market volatility and historic inflation, having a trusted advisor to work with and plan for a brighter future is essential. There’s just too much going on to do everything yourself. You can always count on Infiniti Wealth Management to guide you through life’s toughest financial challenges.
When a Financial Advisor Can Help
Many times people feel confident in their finances, but they may not realize the common mistakes they’re making or the investment opportunities they’re missing out on. A financial advisor can look at every aspect of your finances and help you understand the larger picture of how to achieve true financial confidence.
A financial advisor can help you navigate common life events, such as:
- Significant changes to income
- Marriage or divorce
- Buying or selling a house
- Having a child
- Planning for higher education
- Severe disability or illness
- Passing of a spouse
- Transition to retirement
- Questions about investments
- Questions about insurance
- Questions about tax-management strategies
- Legacy planning for heirs
Choose Your Advisor Carefully
It’s never too late to hire an advisor, and no matter your season of life, you can reap the benefits an advisor provides. That being said, hiring the right advisor is a task that should not be taken lightly. There are many different certifications, designations, and licenses in the financial services industry, each with their own education and experience requirements. Be sure you know exactly who you’re hiring before signing on the dotted line.
If you’re looking for a certain specialization, it’s worth noting that the CFP® certification is commonly regarded as the finance industry’s gold standard, and the Certified Divorce Financial Analyst® designation qualifies a professional as a specialist on the financial aspects of divorce.
We Can Help You Take the First Step
We at Infiniti Wealth Management strive to provide honest and accurate financial advice without all the stress and anxiety that typically comes with the process. We’re happy to say that many of our clients are referrals from other clients and our reputation speaks for itself. If you’re ready to harness the benefits of a collaborative advisor-client relationship, take the first step and schedule a complimentary consultation by calling 845-278-8638 or sending us a message.
Michael Durante is a founder, Certified Financial Planner™ (CFP®), and Certified Divorce Financial Analyst™ (CDFA®) at Infiniti Wealth Management, an independent, fee-only financial advisory firm. With over 25 years of experience, Mike specializes in serving women who are going through a life transition, whether that’s a divorce or the death of a spouse, as well as pre-retiree and retiree couples. He is passionate about helping his clients develop a personalized financial plan based on their values and goals so they enter retirement with confidence and peace of mind. Mike has both a bachelor’s degree in business administration and an MBA from Pace University. When he’s not working, Mike loves spending time outdoors hiking, biking, walking, golfing, campfires, the beach and doing yard work, as well as spending time with family and friends. Mike also enjoys to read, travel, and check out local restaurants and events. To learn more about Mike, connect with him on LinkedIn.
April 22, 2022 - Michael Durante, CFP®, CDFA®