Give Yourself These 5 Advantages of Working with a Financial Advisor

If you’re not a plumber by trade, you’re probably not the best person to fix a broken pipe.  If you’re not a roofer, you likely aren’t the best choice for figuring out that annoying leak.  And clearly, you know not to trust anyone other than a licensed and experienced physician to oversee your health.

So why is it then that some people, without any financial planning education or experience, think they have what it takes to create and handle their own retirement plan?  

Time to give yourself every retirement-planning advantage.

You may feel that since you made your money, you should be in charge of it.  At Lenox, we couldn’t agree more –– everyone should knowhow much money they have, how much they’ll need for retirement, where and how their money is being invested, and if every moneysaving advantage is being applied to their finances in order to optimize their retirement.  

We believe wholeheartedly in our clients having full ownership and transparency of their financial retirement plan.  But, we also want you to have the knowledge, tips and strategies that come with being immersed in the financial services industry for decades.  This includes the questions to ask, the watch-outs to avoid, and the steps to initiate as early as possible in life to work toward the retirement of your dreams.  

Further, in today’s complicated world, the financial goals, stability and future you seek to attain for yourself and your family should not be left to not knowing, not understanding or to chance.   It’s your retirement.  Give it the same level of professional attention you give to other parts of your life. There’s always something new and valuable to learn.  Stay ahead of the game with the advice of a financial planner.

A financial planner such as your Lenox registered investment advisor can help you:

1)  Assess your financial well-being.   Your financial planner will help you navigate your assets, liabilities, income, insurance taxes, investments and estate plan.  He or she also will help you understand and adjust to changes in laws and regulations that can affect your retirement.

2)  Set realistic financial and personal goals to help you “Fund A Life You Love” at every age and stage of life.  At Lenox, we help you live life in the present and still save for tomorrow.

3) Create a plan to meet your retirement goals by identifying opportunities and building on personal strengths throughout life.  At Lenox, we show you how to turn your personal strengths into financial strength.  It’s a key advantage that we bring to the table.

4) Keep your emotions in check with regards to the market and its volatility.  Most investors struggle with making emotional decisions during market downturns and upturns. A financial advisor can provide the important levity needed at such times.

5) Develop tax strategies to make sure they maximize the dollars you accumulate and get to keep in your “nest egg”.

Remember, you’ll spend a good part of your life earning and saving money.  Let us help ensure that your finances are managed properly and that your assets go to work for you and your loved ones!

IMPORTANT:  When shopping for a financial advisor, there are two types, each held to different legal standards. Registered investment advisors (RIAs) are legally bound to serve as fiduciaries, which means they must put the client’s interests first.  By comparison, brokers are allowed to recommend products that pay them commissions or other sales incentives, provided they feel the products suit the client’s interests.  Do your homework and make sure you are comfortable that your choice of financial advisor is motivated only by your best interests and they must put the client’s interests above their own.


It’s your tomorrow. Call us for a complimentary review.

Call 513.618.7080 or visit to Fund A Life You Love. 



Important Disclosure:  This material presented by Lenox Wealth is for informational purposes only.  It is not intended to serve as a substitute for personalized investment advice or as a recommendation or solicitation of any particular security, strategy or investment product. Investments in securities and other investment products entail risk, including the risk of loss.