How to Choose a Financial Advisor in Brevard, NC

Looking for a local financial advisor in Brevard?

If you’ve been thinking it might be time to start working with an expert on your financial management and retirement planning goals and you live in Western North Carolina, this article will help you choose a financial advisor in Brevard, NC.

When you’re ready to choose a financial advisor, there are a few things to keep in mind to help you make your decision. There are some frequently asked questions below which can help you make the right decision for your long-term financial goals.

For starters, you want to think about the relationship you want with your financial advisor, as that will inform your choices. Do you want to work with a national company that largely works through an online portal, but where you can speak to a financial advisor when you have questions?

This approach can work well if you prefer a more hands-off approach and don’t need to have a personal connection with the person involved with your wealth management. This can also be a good fit if you already have a good understanding of your financial plan and know which direction you want to go in, depending on your personal risk tolerance.

Looking for a local financial advisor in Brevard?

But if you live in, or are planning to retire in the Brevard, NC area (rated by Forbes Magazine in 2019 as one of the best places to retire!), you are likely drawn to the strong local community and enjoy supporting local businesses. Chances are, you love the security and comfort of being able to call your financial advisor and speak to a real person, not a robot! There’s also the added convenience of in-person meetings when you are first setting up your wealth management plan, or making adjustments, to ensure you have all your questions answered.

If you enjoy working with a local expert, consider us for your financial planning needs. Jonathan M. LaRocca, owner of Executive Planners NC, is a wealth management advisor in Brevard, North Carolina. Jonathan has been in the financial planning industry for over 5 years in various roles including Director of Financial Planning and now owner and lead advisor at Executive Planners NC.

Jonathan graduated from Appalachian State University and began his career in Brevard as an Associate advisor before moving to New York to work as director of financial planning for a large firm there. It wasn't long before the mountains were calling his name and he decided to move back to Brevard and purchase the firm he had worked for previously.

We are committed to helping people just like you create strategies for their retirement assets. Once we understand your risk tolerance, time horizon and goals, we work diligently to develop a program that carefully balances investment strategies with preserving principal. We work closely with our clients to evaluate the right financial opportunities and help get them in position to reap those rewards. We enjoy helping people build a financial foundation for the future.

What are the benefits of working with a financial planner?

One common misconception that people have is thinking that diversifying their investment portfolio means having money and assets in different accounts, or that it is better to have multiple people overseeing different aspects of your finances.

But one thing our clients find is that working with a local financial planner who has knowledge of a client’s full financial picture is that they have one person looking out for their best financial interests. Understanding what all your financial assets are means that we can advise you on better tax saving opportunities and help you stay on track with your long-term goals.

We work closely with all our clients to advise them of how they can save money in taxes, the best deductions to make, and the right things to invest in to meet their personal goals.

You won’t just be a random online account with us. When you choose a local financial planner in Brevard, you know you have local experts on your side and working on your behalf to enjoy all that Brevard has to offer for you and your loved ones. And you can come in and talk to us in person anytime you have questions!

What is a financial planner or financial advisor?

Financial planners work with you on how to save, invest, and grow your money. They help you work toward specific goals, such as buying a second home to use for rental income and can help you understand how all your financial assets work together. They advise on actions you can take and look for ways to save you money, all aligned with your personal risk tolerance.

Should you use a financial planner in Brevard?

You can certainly function independently when it comes to managing your money and many people do. But you could also try to do it yourself when it comes to fixing your roof. In both areas, it might work well for some and could be ill-advised for others. If you have a solid understanding of finances, investing, and long-term wealth management, you might do just fine without a financial planner. But that level of expertise and experience takes many hours of research and learning, and for most people, they would prefer to trust the experts instead of trying to figure everything out for themselves.

As you get older, your financial goals – and options – can become more complicated. A financial helper can save you time.

When should you talk to a financial advisor?

You can seek out financial help at any time, but you will definitely benefit from seeking guidance following significant life changes. That could mean when you buy or sell a house, when you expand your family, get married or divorced, or when you get closer to retirement. Any of these situations can have major financial implications, and some upfront financial planning can help you work toward building the financial future you are envisioning.

How do I start working with Executive Planners NC for retirement planning in Brevard?

Call us today for a a free, no-obligation planning session to make sure you have the resources and information you need to make the most of your retirement.

Schedule your planning session today.