Page 40 - 2018 Greater Salem Chamber Magazine

Your Finances

What Should You Expect From a

Financial Advisor?

It’s more than just money.

Most people invest because they want but also to help you stick with it through
to provide for themselves and their family. the inevitable ups and downs along the way.
That’s why an advisor must follow an When you invest, the biggest risk of all
established process, with you at the center, is not reaching your long-term goals. This
to build personalized strategies that help is where an advisor who understands you
you achieve your goals. and realizes where you are trying to go can
Convenience continues to prove a help. Planning for your future doesn’t have
significant advantage to a relationship to be difficult, and you shouldn’t have to
with a financial advisor. Considerations do it alone.
like advisor offices located in the
community where the investor lives 8 qualities you should expect from
or works and the ability to schedule your financial advisor
appointments outside usual business 1. Meets on your schedule
hours are really quite important to the 2. Understands you and takes the time to
relationship. get to know you
Investment philosophy and advisor
approach to evaluating investments is 3. Clearly explains investing and educates
key to taking the tens of thousands of you on various topics
securities available and select those best 4. Listens and answers all your questions
suited for long-term success. Markets, 5. Knows your investment style because
interest rates and life’s priorities may no two investors are alike
change, but your relationship with your
advisor and the commitment to helping 6. Offers you choices
you achieve your goals should remain 7. Accepts that the final decisions are yours
a constant. 8. Stays in touch to reassure that you are on the right track and
One of the biggest obstacles to reaching your goals isn’t the makes suggestions if you are not
market itself. it’s the actions of the investor; buying investments
that recently performed well and selling when things get rough. Guest editorial submitted by
Your advisor must work with you not only to develop a strategy Christopher Adams and Lisa Wallker of Edward Jones
that is aligned with your objectives and your comfort with risk, Hampstead and Windham

Expect more from your financial advisor

Convenience • Knowledge • Client Centered Approach

Resources of a Fortune 500 firm and a one-on-one relationship

Christopher C. Adams, AAMS ® Lisa Walker, AAMS ®
Financial Advisor Financial Advisor

4 Main Street, Unit B 33 Indian Rock Road, Suite 4c
Hampstead, NH 03841 Windham, NH 03087
603-329-6112 603-426-5283

38 Greater Salem Magazine and 2018 Chamber Business Guide