Change is difficult. It’s human nature to crave routine and stability. Oftentimes, this can be a good thing. There’s a sense of security in knowing what to expect. However, there are times when sticking with the status quo can be detrimental to your wellbeing. Although the thought of switching financial advisors may be uncomfortable, keeping with the wrong advisor because they’re ‘the devil you know,’ could have disastrous results for your financial future. But how do you know if you’re with the wrong advisor or if you’re just a little out of sync?
We understand that changing financial advisors is stressful and most people prefer to avoid it if necessary. That’s why we’ve created this article to help you examine your current advisor and if they are the right fit for you. If you are still unsure whether you and your future are in the right place, schedule a short meeting with an advisor at Heritage – we would be happy to talk through your options and what might be best for your unique goals. Read more