Why You Should Hire an Arizona Christian Financial Advisor

A financial advisor refers to an investment professional who helps individuals as well as businesses set and achieve their financial goals. An Arizona Christian Financial advisor can act as an investment advisor and provide suggestions regarding whether to invest in something or not- or even manage your account. Active management involves both security selection and asset allocation in your portfolio.

Some financial advisors may work independently but others may be an agent for a firm. Nevertheless, even financial advisors who work independently are often associated with brokerage firms to present their client’s portfolios to potential buyers. Therefore, you may be required to transfer your asset positions into a checking account of their preferred brokerage firm.

When to Hire an Arizona Christian Financial Advisor

Whether you are a seasoned investor or have just started out, there are times when you may feel the need to employ the help of a financial advisor. Some of the reasons why you may require the help of a professional include:

1. You feel that you do not possess the necessary experience, knowledge or skills to make an effective financial or investment decision.
2. You want to focus your time and attention working on your business or career instead of handling your investments.
3. You are looking to expand into other asset classes but you do not understand them completely.
4. You are discontented with how the investments you self-directed are performing and believe a professional can help you out.
5. You wish to invest in individual stocks for higher returns, instead of relying exclusively on ETFs (exchange-traded funds) or mutual funds, which calls for professional management.

An Arizona Christian Financial Advisor can help you out in all of these situations.

Advantages of Hiring a Financial Advisor

We have already listed some of the reasons why one may choose to go down the road of hiring a financial advisor. However, there are advantages of having a professional handle your finances even apart from the aforementioned reasons:

1. A financial advisor with a good track record while working for your business associates and friends can guarantee success.
2. Hiring a professional to take care of your investments will free up some time from your busy schedule, thereby reducing your stress and ensuring you have more time to focus on other things.
3. While information regarding investment can easily be found online, a financial advisor works in this field full-time and therefore knows where to locate the necessary information.
4. While a lot of people’s self-directed investment efforts end up being successful in bull markets, the real challenge is when it comes to dealing with bear markets; if the market starts to look uncertain and choppy, it is time to hire a financial advisor.

"Solid Rock Wealth Management is an independent fee-based Wealth Management firm located in Fountain Hills, Arizona and Bozeman, Montana. We provide financial advisory services for high net worth families in Montana and Arizona.