Broker Check

Measuring the Value of a Financial Advisor

| October 06, 2017
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What's the value of a financial advisor?

Two studies found that working with a financial professional may result in higher returns and potentially lower personal stress.

Lower Stress

Seventy-seven percent of people within 11-15 years of retirement are stressed when thinking about retirement savings and investments.¹
Working with a financial advisor to develop a written retirement income strategy, however, can increase your financial confidence leading up to retirement, according to Franklin Templeton’s annual Retirement Income Strategies and Expectations Survey.

With and Without²

Higher Returns

In addition to providing financial guidance, financial advisors may also add about three percentage points in net portfolio returns over the long term, according to a study by Vanguard.³

Financial Advisor Advice Components⁴

It’s important to remember that financial advisors also may offer guidance that wasn’t measured in the two studies. Advisors may help develop insurance strategies that protect against the financial consequences of loss of income, and coordinate with other financial professionals on tax and estate management.

1. Franklin Templeton, 2016
2. Franklin Templeton, 2016
3., 2015
4., 2015
Asset allocation and diversification are investment strategies that will not guarantee a profit or protect you from loss in a declining market. Past performance is not an indication or guarantee of future results. All information is believed to be from reliable sources. However, we make no representation as to its completeness or accuracy.

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