Why Now is the Time
Meeting with an investing professional for the first time can be overwhelming. It's scary to take that first step, especially when you're not exactly sure what to expect. But don't let excuses keep you from making progress.
Here are three common reasons folks put off partnering with an investing pro—and why none of them should stand in your way.
"I don't even know what questions to ask."
We get it. Investing can be complicated, especially when you're trying to figure it out on your own. If you don't know where to begin, that's okay.
But a lack of confidence is not a reason to avoid meeting with an investing pro. In fact, it's actually a great reason to take the next step!
SmartVestor Pros are committed to educating you, so no question is off-limits. They'll help you understand how different investment options could impact your future and what you can expect from your relationship with them.
"I'm not sure how much it will cost."
If you're already overwhelmed about meeting with a pro, feeling confused about how they get paid only makes it more intimidating.
You should never invest in something you don't understand. And not understanding how an investing pro's commission or fees impact your bottom line should make you nervous. It's your future—you should know where your money's going. If you don't, ask questions until you do.
A trustworthy professional will take time to explain exactly how they get paid and how those costs affect your investments in both the short‑ and long‑term.
With our SmartVestor program, you can interview as many pros as you want so you feel confident you're working with a professional who's the right fit for you.
"I don't want a high‑pressure sales pitch."
No one likes being sold to—especially if it's just to boost someone else's bottom line. With a SmartVestor Pro, you don't have to worry about feeling pressured into a big investment right away.
Your first meeting is simply a chance to get to know each other. Your SmartVestor Pro will be looking to understand your goals for retirement and won't recommend products or strategies until you're ready to move forward. Don't expect to make any big decisions; you're there to learn!
A true professional knows you call the shots when it comes to your retirement. With SmartVestor, you won't be limited to a single company's investment options. Your SmartVestor Pro has access to many different investments, and they're committed to educating and empowering you so you can choose what's best for you.
What are you waiting for?
If an investing professional can help you reach your retirement goals, why wait? Don't put your retirement on hold.
Get in touch with Ray, your SmartVestor Pro, today.