When should I hire a financial advisor?

There is no perfect time to hire a financial advisor. Every individual and family has unique needs. Many times a specific life event can be a trigger to consider hiring a financial advisor, including marriage, a new child, a significant change in income, receiving non-cash compensation at work, or receiving an inheritance. That said, it’s much easier to have a financial advisor in place whom you trust before a life event occurs, rather than trying to find a financial advisor while navigating a life event. Financial advisors can help with long-term planning, retirement planning, tax strategy, estate planning, and more.