Are you going it alone or taking advantage of professional advice to grow your wealth?
An Oliver Wyman study found that 75% of households with more than $100,000 in investable assets solicit professional financial advice.
Working with a competent advisor can increase your odds of reaching your financial and life goals. As seen by the graphic below, certain advised individuals had 51% more assets than similar non-advised people.
Likewise, a Morningstar study found that a competent advisor can improve retirement income by as much as 22%. What could you do with your extra money? Take multiple vacations? Give to your church, or a specific organization that’s important to you, such as a local non-profit or your sorority? Create a scholarship fund? Take a sabbatical or a badly needed respite from the stressors of life?
Get in touch!
Click here to start the conversation with Harris & Harris Wealth Management.
Tags: Black CFP, Black Financial Advisor, black woman financial advisor, Black Woman Financial Blogger, Black Woman Financial Expert, Black Woman Financial Planner, Black Women Executives, Build Black Wealth, Fiduciary, Gen X Women, Reach Financial Goals, retirement planning, Smart Women, Zaneilia Harris
