Smart financial decisions shouldn’t be based off of blind luck and the reading of tea leaves. With financial professionals on your side who are ethically and legally obligated to provide you with sound advice, every investment option is on the table. The result, as evidenced by pleased clients of Financial Fiduciaries LLC in WI, is wise money moves that should keep you and your family comfortable for years to come. However, Thomas Batterman and company realize that such a favorable outcome for private individuals and mutual insurance companies alike is often hard to obtain without expert advice. As we head into 2018, now may be the time to heed the advice of Thomas W Batterman and get your financial house in order before another leftover item on 2017’s financial “to-do” list comes back to bite you.
According to a recent USA Today article, taking a look at your 401(K) or IRA investment plan is a worthwhile use of your time. That’s because these are still popular investment vehicles for providing a cushion in later years. As the article points out, risks can crop up when too much of the portfolio is in either stocks or bonds. To remedy this, some financial experts suggest selling the assets that have performed and then “redirect the money into investments that haven’t done as well,” the newspaper states. From the layman’s perspective, this may make sense on paper — but is it practical? One of the best ways to ensure that your current investments and ones you’re considering will actually work for you is to partner with Financial Fiduciaries WI and Thomas W Batterman. While the game changes for mutual insurance companies working with Financial Fiduciaries LLC and Thomas Batterman, the objective remains the same: Timely responses to market forces with cost-effective and best-value investments. Financial Fiduciaries understands the important contribution investment returns make to mutual insurance companies operations and knows that every extra dollar earned in investment return is one less dollar policyholders need to pay in premium..
The takeaway of working with a fiduciary over a financial advisor is this: Clients get the advice that these experts themselves would act upon and aren’t sold a package of financial products for the sake of a commission. With the knowledge and multi-disciplinary team at Financial Fiduciaries LLC from WI on your side, you’ll have the tough decisions made for you. These experts know that not everyone has the time for nor the interest in learning all there is to know about market forces; that’s why they come to Tom Batterman and company for advice.