Why Work With a Local Advisor?

Managing and growing money, especially for retirement, are common areas where people are looking for advice. But finding the right information in those areas can be challenging.

There are more resources than ever for advice on how to allocate, save, and invest, which can be useful for someone trying to navigate the nuances of personal finance. However, this information is often not customized for individual financial needs.

This means you might run into some trouble in organizing your retirement portfolios, savings accounts, and other funds if you rely on cookie cutter financial advice or financial calculators. In evaluating possible steps for managing your finances and looking forward to your ideal financial future, working with a professional can offer a level of customized support and guidance.

Not only is each Financial Advisor unique, the firms for which they work also have many differences.

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Should You Choose an Advisor with a Well-Known Institution?

It may seem obvious, but a general goal in meeting with a financial advisor is to gain insight and counsel on ideal ways to grow and protect your financial resources. What’s often left out is that not all financial advisors are created equal.

Trusting advisors from a larger institution might seem ideal – after all, these financial advisors are backed by a name you already know and trust. Perhaps you even bank with or have purchased other financial products from a big name institution and are satisfied with this aspect of your financial management.

Some of these firms utilize the same largely proprietary products. However, independent advisors have greater freedom and wider access to different products and services. For example, they can utilize a fee structure that better suits the clients’ needs, and provide personalized service.

Or Should You Work with a Local Firm?

That’s where a local advisor comes in. Groups such as Puckett & Sturgill Financial Group, headquartered in Westminster, Maryland, are part of the local business community. Our clients and other businesses are neighbors, and in putting our clients first, we support their communities and develop sustainable, shared growth. This means our personal touch and local engagement prioritizes the needs of our clients.

Our advisors are independent of the corporately branded product package you might find at a larger financial institution and can offer financial advice custom tailored for you because it’s the advice that they feel is most ideal for your situation.

Yet our advisors also offer the stability, resources, and regulatory assurance through our relationship with the largest independent broker-dealer firm in the United States, LPL Financial (as reported by Financial Planning magazine, June 1996-2018, based on total revenue)l. As of December 2018, LPL has a network of over 16,000 financial advisors, including local advisors such as Puckett & Sturgill Financial Group. So even though our group functions as a local independent firm, we boast the power of scale that working with a larger broker brings. This arrangement allows us to give our clients the best of both worlds.

As a community business with large-scale institutional backing, we’re designed for long-term, client-focused relationships. Grounded in the community, small enough to offer flexible strategies, and connected to a large pool or resources and tools, our local advisors can support you in organizing your personal finances while considering the ever-changing influences of the financial market.

To learn how the working with a local advisor can make the difference in your financial journey, contact us for a discovery meeting!