When Do I Need A Financial Advisor
Early in your career when your finances are simple, you likely can manage them on your own. Free online tools help make budgeting a breeze. And automated solutions can help make retirement saving easy.
Transcript:
[Opening title card appears saying "WHEN DO I NEED A FINANCIAL ADVISOR?"][3 women in their 50s walk into a clothing store and start comparing dresses with one another]
Earlier in life your finances may be simple enough to manage on your own.
But life and money can grow more complicated and there are times when a DIY approach may no longer work.
[One woman from the group sits across a table at an outdoor cafe talking to a financial advisor]
A financial advisor can help you make choices that are right for you.
[The same woman now sits on her couch at home reading her tablet]
Insurance, for instance.
How much do you really need? And what type of insurance is best?
[The woman in now at a yoga class sitting in a prayer pose]
An experienced professional can also help you prepare for and stay calm when markets swing in an effort to keep your goals on track.
[The woman now walks her dog outside in a park, stopping to read a book underneath a tree]
And when it comes to retirement, building your nest egg is only the first step.
Striving to make it last for 20, 30, or even 40 years in retirement is just as important.
An advisor can help you withdraw money in line with your goals.
[The woman hugs her dog]
So when you need more help, turn to someone you trust.
[The Mutual of Omaha Advisors logo appears]
Talk with a Mutual of Omaha Advisor today and you can prepare for tomorrow together.