A wealth management professional can bring clarity, objectivity, and efficiency to your financial life.  Our financial advisers can help keep you focused on your long-term financial goals and put you in the best position to have a good outcome.  Quality financial advice can profoundly impact your financial experience and deliver value that transcends your total wealth. 

• The value of a wealth management and financial planning adviser goes well beyond investment selection and asset allocation. 

• There is value in the time and resources required to manage your total financial life. 

• It’s hard to put a price on peace of mind. 

Hiring a financial adviser is much like delegating other tasks to specialists.  Although you may be able to do the work yourself, you can benefit from a professional’s knowledge, experience, and attention to detail, and in the process, reclaim precious time for higher-priority activities: exercise, go to your kids' soccer game, spend quiet time at home, take vacations, grow personally, improve your professional skills, enjoy your retirement, volunteer your time to worthy causes, meditate, read great books, have dinner with friends.  

Working with a wealth management and financial planning adviser also can make you a more knowledgeable investor, which is comparable to a personal coach helping an elite athlete fine-tune his or her skills and apply discipline in training.

Research confirms that higher levels of wealth are achieved by those who use wealth management and financial planning advisers on an ongoing basis. These investors have better savings habits and are more confident in their ability to meet their financial goals and retirement income needs. 

Some of the benefits include:

• Organization.  We will help bring order to your financial life, by assisting you in getting your financial house in order (at both the “macro” level of investments, insurance, estate, taxes, etc., and also the “micro” level of household cash flow).

• Accountability.  We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them. 

• Objectivity.  We bring insight from the outside to help you avoid emotionally driven decisions in important money matters, by being available to consult with you at key moments of decision-making, doing the research necessary to ensure you have all the information, and managing and disclosing any of our own potential conflicts of interest. 

• Proactivity.  We work with you to anticipate your life transitions and to be financially prepared for them, by regularly assessing any potential life transitions that might be coming and creating the action plan necessary to address and manage them ahead of time. 

• Education.  We will explore what specific knowledge will be needed to succeed in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions, and explaining the options and risks associated with each choice. 

• Partnership.  We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible, by taking the time to clearly understand your background, philosophy, needs and objectives, work collaboratively with you and on your behalf (with your permission), and offer transparency around our own costs and compensation. 

One of the best decisions you can make, is to work with a qualified wealth management adviser at Polley Wealth Management.