Suzanne Rowe - SFL
- Life and Health Insurance Advisor
- Investment Fund Advisor*
I will help you review your situation and propose a two-pronged approach: grow your assets so you can carry out your plans, and financial security so that you can protect yourself, your loved ones and your lifestyle from life's unexpected challenges. Your values, needs and preferences are what will guide me when I propose the best possible solution for you.
Research shows that people who work with a financial services professional accumulate more assets over time and benefit from a more enjoyable retirement. Thus, the work of your advisor contributes to your financial well-being.
Households working with an advisor have 2.1 times the median financial assets of those without.
Investors working with a financial services professional say they are more confident and more likely to benefit from a comfortable retirement if they have been advised for more than 10 years.#
# Jon Cockerline, PhD, New Evidence on the Value of Financial Advice, IFIC, 2012; and, The Value of Advice Report 2012, IFIC