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June 29, 2019

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More Tips + Tricks

Put a Trusted "Quarterback" on Your Financial Team

On February 4, many of us watch[ed] the Super Bowl. As a fan, you can admire the way quarterbacks direct their teams. But as an investor, you may want to put together your own team to help you achieve your financial objectives – and you may find it helpful to have your own “quarterback.”

 

SMXLL

 

Your financial team might consist of a financial advisor, a tax professional and an attorney. Ideally, your financial professional – the individual with the broadest view of your financial situation – should serve as the quarterback.

 

And, as quarterback, your financial advisor needs to communicate with the other team members constantly. For example, you and your advisor can work with your tax professional on how your retirement plan contributions might affect your tax bracket.

 

Also, you and your financial advisor should work with your attorney to integrate your financial assets into your important legal documents, such as your will and living trust.

 

With the right team in place, and the right quarterback to lead it, you can keep moving toward your financial goals – and you might cut down on “fumbles” along the way.

 

  

From Kimber Smith, AAMS, CRPC

Financial Advisor

4767 Mangels Blvd, Fairfield, CA 94534

707-863-0896 office

 

While Better Bookkeepers uses all reasonable efforts to ensure that this information is current and complete on the date of publication, no representatives or warranties are made (expressed or implied) as to the reliability, accuracy or completeness of such information. Better Bookkeepers, therefore, cannot be held liable for any loss arising or indirectly from the use of, or any action taken in reliance on, any information appearing in this publication.

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