How much do you know about the benefits of working with a financial advisor?

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Only 27% of Americans work with a financial advisor!

But those who do get expert guidance and peace of mind. Why not join the group that’s already planning smarter?

Confidence grows with a pro.

Clients who work with certified financial planners are more likely to have detailed retirement plans and feel less financial stress.

Millennials love advisors too!

In fact, 66% of Millennials use a human advisor — proving financial guidance isn’t just for retirees.

2 out of 3 people admit their financial planning needs work

yet just 37% have an advisor. That means most people are trying to do it all alone. You don’t have to!

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Trust is everything.

60% of people say trust is the #1 factor when choosing a financial advisor. That’s why we focus on long-term relationships, not quick fixes.