Majority of today's people needs a safe and secure financial future. This leads many to spend more than needed amount of time in planning their finances. In handling common problems such as paying off debts, bills, education, mortgages, savings, etc. one cannot simply rely on himself alone. That's when hiring a financial advisor becomes the best option. Sasha Jacob, CEO of Jacob Capital Management Inc., is here to give the most important reasons why you should hire a financial advisor. If you're really serious about having a financially stable future so you can work on achieving your goals, consider hiring a financial advisor. Sasha Jacob says that a good financial advisor will help you set a specific goal so you can gradually work on it, and will help you set an overall financial plan for your long-term goals. Sasha Jacob enumerates the best reasons to hire a financial advisor 1.They can relate to your situation. ...
Financial management, as most of us have come to experience, is not an easy task. Often, the complexity of it all makes us resort to hiring a financial advisor. Before getting into business with a financial advisor, how would you know if you’ve found the right one? There are four types of financial advisors according to Sasha Jacob and each one of them has their corresponding specialties. In relation to this, finding the one that suits your financial circumstances would more likely end in better results. Sasha Jacob enumerates the four types of financial advisors 1. Brokers/ Insurance Agents A broker or an insurance agent can work as an individual or as a company. They act as the negotiator between the securities and investors. It is primarily their job to arrange the transactions between the buyer and the seller and is also known as full-service brokers or discount brokers. They provide a wide variety of financial services, including personalized retirement plans ...