Choosing a Financial Advisor
Sep 05 2019
Q. When is the right time to choose a financial advisor?
A. It’s never too early! We all need to make decisions about how much to save, how much to spend, what to invest in and when to take advantage of benefits. Wouldn’t it be nice to have some guidance? Visiting with a trusted financial representative can help you navigate your financial journey.
For starters, consider how much financial advice you feel you need at this point in your life. Initially, you can meet with a financial representative just once or periodically. This is a great way to discuss your goals and feel comfortable with your strategy and investments. Perhaps you are at a place in your life where you would like ongoing advice and long-term investment planning. Or maybe you need financial strategies that address your whole financial picture: investments, retirement planning, estate planning and more. The good news is you have options.
Not sure how much advice you need? Let’s talk about it. We’re here to help with decisions based on your goals and made in your best interest.
Lisa Moe
VP/Wealth Advisor
Office: 701-433-7404
Branch: 701-476-5920
lisa.moe@lpl.com
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
This LPL financial registered representative may only discuss and/or transact securities business with residents of the following states: Ala., Ariz., Colo., Mass., Minn., N.D., S.D., Texas, Va. and Wis.