If you have significant assets that you want to see grow and mature, then a financial advisor can be a great help, particularly with the technical aspects of your investments. It is also important to stay informed and be aware of what your financial advisors are doing.
At the Hagel Lawfirm, we work with financial service professionals, including insurance advisors, to ensure that our clients’ interests and assets are protected. In addition to developing a comprehensive estate plan that meets each client’s specific goals, we help people understand how the different features of their investments will affect inheritance, tax and succession planning.
Often people know they need help planning their finances and growing their investments, but they don’t know what to look for in a financial advisor. Dorothy Hagel is a Certified Financial Planner and estate planning lawyer, and she has the experience to help clients understand advisors’ qualifications and how to choose the right person. She also has the experience needed to help clients avoid issues with regulatory compliance.
If an investment recommendation from an advisor is questionable, then the Hagel Lawfirm is in a position to make an assessment and help you understand whether the recommendation is good for your estate in the short and long terms. Use of financial products can be an effective estate planning technique, but it is important to know whether a particular investment is right for your specific situation.
When it comes to asset protection and your personal finances, seek guidance from an estate planning lawyer with experience in financial planning.