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Why You Need a Financial Planner

Why You Need a Financial Planner

March 04, 2020

Why You Need a Financial Planner

Let’s face it, we all have our strong points, our talents. Some people are good at certain things, others are good at others.

Just because someone is good at one thing and another person isn’t doesn’t mean he or she is better, it’s just that their talents are different.

Me? I don’t have a musical bone in my body.

Does me not being able to carry a tune make me a bad person? I don’t think so. My talents are in a different arena.

But I still like music.

Because I can’t play an instrument, for me to enjoy music I either have to listen to it digitally or hire a musician to play for me.

The same holds true with money.

Some people have the money gene, but most don’t. That doesn’t mean they are bad people. It’s just a talent they don’t possess.

Financial planners understand money, it’s what we do. The really good ones consider their profession as a Calling versus just a job.

If you don’t have money DNA, but you do need help with money, that’s when a financial planner is needed. Just like me not being able to play a guitar, if you can’t set a budget or identify your future financial goals, and these are things you absolutely need to do to achieve financial success, hiring a financial planner is what you need to do.

You are hiring the talent, the DNA, that you don’t have. It’s just like going to a concert to hear your favorite music.

Securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. William R. Pintaric & Associates and Securities America are separate entities.

Written by David Pintaric.

Securities America and its advisors do not provide tax advice. Please consult with your tax professional regarding your individual tax situation.