Work With a Trusted Advisor!

Work With a Trusted Advisor!

Is there value in working with professionals?

So many of us like to DIY things these days.

There’s so many resources online, YouTube blogs, practitioner websites, that going out alone seems like a good choice.

While DYI project might be fun, the reality, going it alone only gets you so far.

The biggest obstacle to going alone when you’re dealing with finances, taxes accounting, estate planning, or even insurance is that often you don’t know the right questions to ask. You don’t know what you don’t know.

As a certain politician said in years past, “I cannot overstate the value of finding a trusted professional and going through the process of looking at their credential seeing if they’re a good fit. Because the professional brings value to you, the professional brings solutions to you.”

When we think about incapacity and literal life and death decisions, do you want to let those documents be drafted to meet your wishes?

A template is just that, a template, it is not personal to you.

Work With a Trusted Advisor! When we think about making good investment choices, do you want those investment choices to just be random and generic? Or maybe something that truly reflects not only your risk tolerance but your full retirement picture including when and how is the best way to take income from those assets.

These are just a couple of the reasons why working with a professional is really in your best interest.

So talk to your friends, talk to your neighbors, talk to your family members, find out who they work with, because

there’s no better recommendation than somebody you already know and trust to see who they know and trust.

Look at online reviews. Look at the person look at the individual in their firm who’s going to help you? Are they authentic? Or are they just a suit and tie trying to sell you something.

You’ve got your own expertise and professional expertise, your own lane, and we know our lane.

So do take some time to consider working with a trusted professional when it comes to your finances, your taxes, your investments, your insurance or your estate planning.

If you’d like to schedule a personal one-on-one call with Michelle, click HERE to access Michelle’s calendar and schedule a day and time that is convenient for you.

We serve clients in Mineral Point WI, Dodgeville WI, Platteville WI, Lancaster WI, Fennimore WI, Boscobel WI, Richland Center WI, Muscoda WI, Spring Green WI, Mazomanie WI, Sauk City WI, Middleton WI, Madison WI, Fitchburg WI, Verona WI, Mount Horeb WI, Barneveld WI, New Glarus WI, Monroe WI, Belleville WI, Oregon WI, Stoughton WI, Darlington WI, Cuba City WI, Hazel Green WI, Belmont WI, Dubuque IA, Freeport IL


Want to share this blog post? Click the links below!

Register for Monthly Newsletter