Broker Check

Bluffton Location

117 E Elm Street

Bluffton, OH 45817

Building Your Financial Dream Team

May 14, 2022

You’ve heard us say that we hire a car mechanic because we are not expert at repairing cars.  We do this for tech support, lawn care, travel plans and more.  Sometimes this happens because we don’t “understand” the issues at hand, but equally as often, it happens because we know we don’t have the time to stay up-to-date and relevant in that area.

The same principle applies with our finances, but sometimes we are reluctant to build a team (and rely on that team) for help.  Your financial “dream” team might include:

  • Financial Adviser—This team member should be licensed, knowledgeable, experienced, and thorough. They should know your situation well enough to make suggestions, see stress points or point out opportunities.  The more you are in relationship with them, the more helpful they can be.
  • Accountant—This team member will complete your annual tax return(s) but can also point out tax-saving strategies. The more complex your situation is, the more you need to view this person as a “team member,” not just a once-a-year service.
  • Estate Planning Lawyer—Just because someone sends you a flyer in the mail does not mean they have your back or that they understand your situation. There is NOT a one-size-fits-all approach to wills and other end-of-life documents.  Find someone who will listen to your specific situation, explain things you don’t understand, and help you long-term. 
  • The ideal “dream team” works together (with your permission and participation) to advise you on what is best for you long-term. 

Getting counsel from people and firms who work full-time in their area of expertise does not mean you lack intelligence to do it yourself.  It means you have other priorities and interests—and understand that utilizing their experience can be to your benefit.   We are here for you long-term and would like to be part of your dream team.  Give us a call today!  419-358-4207