Facts about Financial Advisement
According to the Bureau of Labor Statistics, the financial advisement industry is expected to grow 27% from 2012 to 2022. Hiring a financial adviser allows an individ...
ual to be exposed to a wider variety of investment opportunities. An estimated 25% of American households utilize a financial planner to help with their finances. Financial advisers provide risk management services surrounding asset allocation and portfolio management. Financial advisers are constantly evaluating their client's financial situation, including assets, liabilities, income, insurance, taxes, investments and estate plan.
This infographic has been brought to you by Winship Wealth Partners. With more than 18 years of experience, Winship Wealth Partners is a full service financial planning and investment management firm focused on working with investors in the San Francisco Bay Area. They believe investor behavior and planning is The Secret Sauce. They manage client's portfolios with the overwhelming belief that with proper planning and asset allocation, it is not investments that lose people money, it is people that lose people money.
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