When the autopilot is engaged anyone can sit in the cockpit and the plane will continue on course – this doesn’t make the person a pilot.  Nor do they need to be.  When there is an issue with the aircraft, the weather changes or we need to land then we need someone with the skills and experience to deal with the situation.  Would you rather be on a plane with a pilot or without?

When markets continue to move up in a relatively stable fashion most investments l move up and anyone can feel like they are doing a good job with their wealth management.  It is when the markets become volatile, there is an issue with a specific investment or the economy changes that a skilled and experienced financial professional can add value.   As your needs, and the world’s changes, one of the keys to your success is being proactively prepared, rather than having to react when it may be too late.   This is just one of the ways a skilled and trained professional can help you reach your financial goals safely and on time.  Our role is to help you achieve your personal vision – not to  pick investments.  We believe in a holistic approach to planning which incorporates anticipated needs and goals and helps prepare for the unexpected.  We want to makes sure that your tax, legal, investment and estate planning all align so that we can develop the best solution for your personal situation.  The investments are simply tools for achieving you vision much like an airplane is a tool for getting from point A to point B.

Just because the markets are on autopilot doesn’t mean you should be your own financial advisor or  base your expectations on the last couple of years performance.  An experienced and qualified advisor can help you achieve your vision over the long term.   As Warren Buffet famously put it “it’s only when the tide goes out that we see who is swimming naked”.  The time to engage with a professional is when you are serious about your future – not when there is a crisis.   As with a pilot experience matters – do you want someone who has been flying for fifty hours or someone who has 10,000 hours experience.   Our team has more than 135 years of combined experience and is here to serve you.  Please contact us to discuss your personal needs and vision and we will partner with you to develop and monitor a plan that makes sense for you.

This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Any opinions are those of Randy Carver and not necessarily those of Raymond James. The information has been obtained from sources considered to be reliable, but Raymond James does not guarantee that the foregoing material is accurate or complete. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and investors may incur a profit or a loss. There is no guarantee that using an advisor will produce favorable investment results.