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Gomer Magtibay
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Gomer Magtibay   My Press Releases

Become A Smart Business Owner And Investor

Published on 6/12/2017
For additional information  Click Here

Bicol, Phils. - 6/12/2017 - Will you bother installing a new transmission to your car yourself? Perhaps yes, if you are a mechanic yourself. But what if you're not?

If you don't have the time and skills, you are better off hiring a mechanic for peace of mind.

Many of today's business owners and investors take the same approach when it comes to investing, and getting expert advice from experienced financial adviser.

In preparing for retirement, it is important that you plan for your savings, and make sure it won't run out. The average investor, however, doesn't understand complex financial systems.

Studies show that those who seek the advice of a financial adviser are more confident about their financial futures. Now, the question is, how do you find the right person for the job?

Here are the steps...

  1. Know your needs. Whether it be for your business or for your children's education, you should know your financial objectives before you begin searching for an adviser.
  2. Ask people you know for recommendations. Your financial adviser should be someone you trust. Take note, you're putting your hard-earned money in their hands.
  3. Interview at least three advisers before making the final selection.

Now, during the interview process, there are many factors you should consider.

Look for an adviser who has extensive experience in multiple areas, including investments, insurance and retirement planning. You may want to inquire about the adviser's license, as in many countries, such license is required.

Once you've confirmed that the adviser has a good track record, it's time to know the person personally.

A good adviser will consider all aspects of your financial situation and design a customized plan to help you achieve your goals. He or she will provide the same level of service to all clients, regardless of how much they invest.

Last but not the least, it's important that your adviser's "investment philosophy" is in line with your own. For example, an adviser who favors risky strategies is not a good match for a conservative investor.

Alongside with all of these, you can improve your financial intelligence by hanging out in this online community:



Press release by:

Gomer Magtibay


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