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Financial Planner El Paso Retirement Planning

This content was written for Kevin Oneill

When it comes time to hire a financial planner El Paso representative there are a few key areas that you need to pay specific attention to it. If you do not pay attention to these key areas then you may end up with a financial planner who is not going to serve you the way you want to be served. Kevin O’Neill at O’Neill Financial Planning is one of the few representatives who is going to serve you in a way that you are going to love. To schedule an initial consultation with Kevin O’Neill call 915-373-0989. Kevin is extremely busy so the sooner you make the call the better.

The first thing that you want to pay specific attention to is what types of people does the financial planner El Paso representative that you’re thinking about hiring work with. In other words, if somebody work specifically with families and helping them plan their financial future then if you are not looking for a family financial planner this would not be the person to go to. Furthermore, if you own a business there is an entirely separate set of ideas and methods for managing your money. Therefore, if you own a business you want to find a financial planner who understands how to financially plan for business owners. As you can see you want to make sure that you hire a financial planner who works with a lot of similar clients as you.

Another thing that you want to look at is what is the average net income or net worth of the individuals that the financial planner El Paso representative that you’re looking at hiring works with. If you are in the middle class then the financial planner that you’re looking at hiring only works with people in the top 1% then it’s probably not going to be a good fit. The things that a financial planner does for people in the top 1% is not something that somebody in the middle class is going to benefit from. This is why you want to make sure that you do your research and understand the type of clientele that each financial representative works with. If you do not do this you could end up losing yourself more money than you gain.

The third thing that you absolutely must pay attention to is your trust level for the financial planner. Trust is significantly important when it comes to working with financial service representatives. If you do not trust your financial services representative than you are not likely to follow through on what he recommends you do. If you are not going to follow through with what he recommends you do then there is no sense in having a financial planner in the first place. Therefore, before you get started you want to have a solid level of trust with them.

Call Kevin O’Neill at O’Neill Financial Planning to schedule your initial consultation by calling 915-373-0989. Kevin O’Neil wants to help you become as financially stable as possible. He is dedicated to helping you stay accountable to your goals. If you want a financial advisor who is going to tell it to you straight and Kevin O’Neill is your man. Give Kevin O’Neill a call today.

Financial Planner El Paso for Retirement

This content was written for Kevin Oneill

If you’re in need of a financial planner El Paso representative in the only person that you should call is Kevin O’Neill. Kevin O’Neill is dedicated to ensuring all of his clients are taking care of in the optimal ability that he has. To schedule an appointment with Kevin O’Neill call 915-373-0989. When it comes to hiring a financial planner you have to think very seriously about it and understand exactly what you are hiring them for. In this article were will discuss a few of the things that you need to make sure that you understand.

The first thing that you want to be very specific about when you’re hiring a financial planner El Paso representative is is this somebody that you can trust and get along with? If the person that you meet you get a bad feeling from right away then you may want to reconsider your decision to hire them. You want to have somebody that you enjoying hanging out with and that you can have a conversation with over coffee. If this person is not somebody that you enjoy hanging out with then it is probably not somebody that you should hire as your financial planner. This is quite simply because you are going to be spending a decent amount of time with their financial planner and listening to what they have to say.

The second thing that you want to pay attention to is of course their knowledge and skill. Are they extremely knowledgeable about the specific areas that you need help with your financial planning. If you hire a financial planner El Paso who knows business like the back of his hand but they don’t know family financial planning and you don’t have a business but you have a family then you may want to think twice. Just because somebody knows one area of financial planning does not mean that they know all areas of financial planning. This is an easy trap to get stuck in. This is especially true if you get a referral from a friend who deals with different things than you deal with when it comes to your financial future.

Getting a suggestion from a friend is a great thing to do however often their suggestion may not be the right fit for you. It doesn’t matter what business you’re talking about suggestions from person to person are only a start. Research still needs to be done to determine if that suggestion is actually the right fit for you. Most people have friends who are somewhat similar but also have differences. Therefore, when somebody suggests something you just need to make sure that you do your due diligence to make sure that that is a good fit for you as well.

As an example not everybody likes the same type of movies. This is an easy example to understand and follow. It is no different when it comes to your financial representative or your doctor. Give Kevin O’Neill a call at O’Neill Financial Planning to determine if he is a good fit for you. You can reach Kevin O’Neill by calling 915-373-0989.