Five Things Financial Advisors Can Do For You – Forbes Custom Content

For the affluent, making the decision to hire a financial advisor is often triggered by a major life change. Whether it’s an illness or disability, or a big financial request from a parent or child, “It’s something that makes them stop and say, ‘This is really getting beyond me,’” said Greg Sullivan, president and CEO of Sullivan Bruyette Speros & Blayney, an advisory firm in McLean, Virginia.

When that day comes, personalized financial guidance could pay off many times over.


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