Do I Need A Financial Planner?
At CIC Wealth, we work with clients who each have unique goals, challenges and questions. In this article, you’ll learn more about what we do for our clients, and how we can help you too.
Do I need a financial planner?
As your life changes and evolves, you’ll benefit from a personal relationship with a financial planner Owings Mills, MD. After beginning your career, you may find yourself looking to get married, start a family, and plan for retirement. You may want to consider how you can buy that boat, second home or take that exotic vacation you have always dreamed of.
An experienced investment manager can see your vision with you, and help you to achieve it. CIC Wealth is built on a personal approach, with a focus on building long-term relationships with our clients. We are more than just an Owings Mills, MD financial planner. We are the architects who help build dreams and reach goals.
At CIC Wealth we also understand that investor needs are not one size fits all. Some may be looking to grow assets over time while others may lean on earnings for income. Our custom portfolios consider all of your objectives and specific needs.
There are some resources that help Americans create their own financial plan. However, you might want to speak with a financial planner Owings Mills, MD if you have experienced any of the following:
- A sudden, unexpected life event, such as a death or major illness
- You lack the expertise to evaluate the level of risk in your investment portfolio
- You are seeking the opinion of a professional planner to advise you on your current investment strategies
- Financial planning is important to you, but you just don’t have the time to create your own plan
- You know you need to improve your financial plan, but starting has been difficult
When you’re ready to speak with a financial planner Owings Mills, MD, the team at CIC Wealth is ready to help.
Why should I make a financial plan?
By working with a financial planner Owings Mills, MD, you can create the life you always dreamed of. A financial plan provides you with tools to reach your goals and generates new opportunities.
Financial planning helps to drive all of your financial decisions, and thus makes it easier to adapt to life’s changes while knowing your goals are on track.
What makes your boutique approach different?
The founders of CIC Wealth spent years at large investment firms, and saw first-hand the struggle between what the companies wanted to sell versus what was actually appropriate for the client. That’s why the focus at CIC Wealth is on the best interest of the client. Our team of advisors wants to understand your goals, establish trust, and help you build your future. We are passionate about providing top quality service catering to your specific needs. To help achieve this, we limit the number of new clients we take on.
See the difference for yourself and call CIC Wealth to schedule your consultation. CIC Wealth, a financial planner Owings Mills, MD trusts.