Magellan Financial Advisors

Asset & Wealth Management in Allentown, Pa

The life you imagine is built on the decisions you make today.

 610-437-5650

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Why Experienced Investment Planning is Something to be Thankful For

Nov 27 2019

During the Thanksgiving season, many people identify various aspects of their life for which they are thankful for. Many reflect on their health, job, family & loved ones, and several other things. In addition to those, we’d like to take a moment to focus on why experienced investment planning is something to be thankful for.

investment planning services in lehigh county, Pennsylvania

1. With Age Comes Wisdom

When it comes to investing, we believe experience is everything. Sure, a young, new financial advisor may have all the education and certifications you need, but the value of experience is unmeasurable. An experienced investment planner has had an ample amount of time to study and work in the financial markets, learn from his/her successes and failures, and has just an overall confidence and comfortability in dealing with clients we don’t think you will find in those who are inexperienced.

At Magellan Financial, our team of Financial Advisors has over 100 years of combined experience.

2. Experienced Investment Planners Understand You

As mentioned above, an experienced Investment Planner is very comfortable in their situation. This means that they are more willing to understand you (which is the most important part). We believe an experienced investor has some level of job security and has confidence in their work. This reduced level of stress or concern allows them to focus more on you, the investor. By shifting their focus towards you, they will fully understand your goals, fears, and risk tolerance.

3. More Experience Tends To Mean A Better Experience For You

Investing is not just a game of numbers in which you strike lucky. It’s an ongoing process that deals with people and their financial livelihoods. For all the reasons mentioned above, we believe working with an experienced financial advisor is beneficial to helping you reach your financial goals. When it comes to helping secure a brighter financial future for you and your family, experience can be key.

Summary
Experienced Investment Planning: Something to be Thankful For
Article Name
Experienced Investment Planning: Something to be Thankful For
Description
Finding the right investment planner is a huge financial decision. Look for these 5 characteristics to ensure you make the right choice for your financial future.
Author
Jonathan Soden
Publisher Name
Magellan Financial, Inc.
Publisher Logo
Magellan Financial, Inc.

Categorized: Investing
Tagged: asset management, financial advisor, Investing, Investment Planning, wealth management

Comments

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    December 12, 2019 at 3:58 am

    Hello There. I found your blog using msn. This is a very well written article.
    I will make sure to bookmark it and come back to read more of your useful information. Thanks for the post.
    I will definitely return.

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MAGELLAN FINANCIAL, INC.

1605 N Cedar Crest Blvd #111
Allentown, PA 18104 USA

 610-437-5650

Toll Free:  1-888-437-5650
Fax:  610-437-5654
Email:  Rob.Cahill@WFAFiNet.com
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC (WFCS) and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affliates of Wells Fargo & Company. WellsTrade brokerage accounts are offered through WFCS.

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      • Wells Fargo Advisors’ Envision® Process
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      • College Savings Basics: How & When To Save
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