• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

Should You Hire a Financial Advisor? 3 Questions to Ask Yourself

March 23, 2021 by Bautis Financial

Ask yourself these three questions when deciding to hire a financial advisor.

Are you considering getting a financial advisor? Here are three ways to know if it’s time to hire a wealth manager.

  1. You have complicated income streams. If a W2 is not your only source of income, it may be time to hire a professional.
  2. You’re able to save more than 20% of your income. The more money you have the harder it gets to manage by yourself.
  3. You find yourself in a pattern of making emotional investment decisions. Hiring a professional can keep you from making short-term mistakes that have long-term costs.

In addition to the three areas, here are 50 things Bautis Financial can help with

Ready to take the next step towards your financial future? Schedule a complimentary consultation.

Category: Personal Finance, VideosTag: Financial Advisor, Financial Aid, Financial Freedom, Financial Help
Previous Post:Stock Trader Assessing the Stock MarketMarket Recap Week of 3/15/2021 Through 3/19/2021 – Daily Flash Briefing
Next Post:How to Build Your Estate Plan Using Roth IRAs and Life InsuranceEstate Planning Using Roth IRA and Life Insurance

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get Directions
862-205-5800

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top