It is important to keep your finances in shape and the experts at Collins Investment Group are extremely knowledgeable. We sat down with Robert Collins, managing director and founder of Collins Investment Group, and he explained how to maintain financial fitness with your adviser.
Meet with a financial adviser to become more financially literate. Every investor needs to have a game plan for retirement. An experienced team of financial advisers can provide a wealth of knowledge, experience and investment planning tools to help you prepare.
The top three things one can do to become more financially fit are:
1. Start saving and investing early and often. Be consistent and set up periodic contributions that allow you to dollar cost average over the long-term.
2. Keep your debts to a minimum.
3. Develop a relationship with a financial adviser who can monitor your financial health and help guide you to prosperity. We believe you should have at least four “check-up” calls and one in-depth review annually.
When preparing for a meeting with a financial adviser, gather recent tax documents, statements for any current investments, annuities, insurance or bank accounts, and any liabilities like a mortgage.
When it comes to saving for retirement, we believe the sooner you start the better. With the help of a financial adviser, we can track your progress over time and help you stay on target for achieving your goals through the use of investment planning tools.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Collins Investment Group is a separate entity from WFAFN