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THE VALUE OF ADVICE
Research has shown that:
''Households that have an advisor have 2.1 times more financial assets than households that don’t¹.''
''Households that have had an advisor for 15 years or more accumulate 290% more in assets (3.9 times more) than households that haven’t².''
''Investors that have an advisor are more confident and more likely to have a comfortable retirement if they’ve received financial advice for at least 10 years³.''
''Advisors can help investors manage their emotions, which can add approximately 1.5% to portfolio returns⁴.''
YOUR DFSIN ADVISOR, YOUR ALLY
Your advisor can craft a comprehensive plan with investment and insurance solutions to meet your overall financial needs that match up with your values and priorities.
Your advisor is in your corner. Available and proactive, they regularly review your financial situation so you can maintain the quality of life you want for yourself and your family for years to come.
AN OBJECTIVE VIEW
Your DFSIN advisor plays an important role in your financial well-being because they can take an objective and comprehensive view of your assets. The solutions they can offer at different stages of your life will represent exactly where you are, what’s vital to you and what you want to pass on to your loved ones.
MEET A DFSIN ADVISOR
Regardless of where you live, one of our DFSIN advisors will help you achieve your financial goals.
