The True Value Of Working With A Financial Advisor

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Working with a financial advisor can bring incredible value to your portfolio. Looking at a recent Vanguard study, Sean talks us through what an advisor can do and how that helps you in the long run.

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The View From The Pinnacle

Working with a financial advisor can bring incredible value to your portfolio. Looking at a recent Vanguard study, Sean talks us through what an advisor can do and how that helps you in the long run.

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Thing’s You’ll Learn Along Today’s Journey

2:05 The true value of an advisor

  • Vanguard recently came out with a study about where and how an advisor should be adding value.
  • You can’t consistently outperform the market, but the advisor brings intangibles.
  • Advisors can bring up to a 3 percent value increase to a person’s portfolio according to this study.

3:52 How an advisor helps

  • Serving as an investment coach, minimizing taxes, and building portfolios are all things an advisor does.
  • True financial planning incorporates an income and investment strategy as well as a tax strategy.
  • Life changes, but having a forward looking tax plan can make a huge difference.

5:27 The strategy

  • Investments are the means to an end.
  • Figure out what your math problem is and how you want to solve that math problem.
  • Sean gives examples of funds that can be used inside a plan and tax strategies to consider.

Looking Back From The Mountaintop

Have a plan that’s not only created once -- because it’s not financial plan, it’s financial planning. Then you can monitor, tweak, and adjust because life happens, life changes. - Retirement Elevated
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September 14, 2023

MEET YOUR HOST...

For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

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Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.

Investment Advisory Services offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Advisor. Insurance products and services are offered through Elevated Financial Services, LLC.

*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report, you may be provided with information regarding the purchase of insurance and investment products in the future.