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The Benefits of a Financial Consultant
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Weigh the Benefits of a Financial Consultant
Why DIYIn theory, running your own investment portfolio is as simple as subscribing to a few publications, following a few websites and pressing a few keys on your Palm Pilot or computer. Indeed, the wealth of tools, information and resources for the independent investor is truly astonishing.

But doing it yourself isn't for everyone. For many investors, the convenience of having a professional to research and manage their portfolio is priceless. Other people don't want to have to sift through all the headlines and hype to get clarity. And still others want the peace of mind and comfort that comes from having a plan.



You get what you pay for

Cheap trading is great––if all you want to do is trade. But many people seek a more strategic, long–term approach to investing. Although working with a full-service financial consultant may cost you more, most investors think the benefits are worth every penny.

61% Very Satisfied, 33% Somewhat Satisfied

Source: Broker Survey conducted by Yankelovich Partners for the SIA

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