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Personal Financial Planner in El Paso

This content was written for Kevin O’Neil

Are you in need of somebody to help you with your personal financial planning? Have you tried to do financial planning on your own for your personal finances with little to no luck? Are you struggling understanding 401(k)s, IRAs, annuities, investments, and other financial products? It’s about time that you hired a financial planner to help you with your personal financial planning. One of the best El Paso financial planners is a guy by the name of Kevin O’Neill. Kevin O’Neill will sit down with you to fully discuss what your goals are and what you have already done to help solidify your financial future. To schedule your consultation with Kevin O’Neill called 915-373-0989.

It makes sense to hire a professional when you are talking about something where you are not an expert. This is why we go to doctors.  This is why we hire accountants. This is why we hire personal trainers, and this is why you should hire a financial planner. Financial planners will help you with your personal financial planning in a much more efficient and strategic way; then you could do on your own. This is what they do every single day, day in and day out. This means that not only do they have the knowledge and experience to help you but they have a bunch of other clients going through similar situations. Therefore, they have more answers than you could possibly have questions.

When it comes to the picking of the financial advisor that you want to help you with your financial planning, there are a few things that you want to keep in mind. Number one, first and foremost you want to make sure that you get along with the financial advisor that you are going to be working so closely with. This is somebody that you are looking at as a trusted advisor. If you have a bad feeling about them from the first appointment, then you might as well just move on. Trusting your money and what you are going to do with your money with somebody that you don’t fully trust is an equation that leads to disaster. Your financial future is in this guy’s hands, and you want to make sure that you trust everything he or she is having you do. Therefore, you want to make sure that you trust them as a person.

The second thing that you want to look at when getting ready to hire a financial advisor to help you with your personal finances is what is their knowledge and expertise in. If they have no knowledge or expertise in retirement planning or anything else that you want to get involved in, then they are not a good fit for you. If however they handle multiple clients who have the same situation, and the same needs as you then they may be worth looking into further.

If these two things are solid and you agree with you, then you are likely to have a good candidate for your personal financial planner.

Personal Financial Advisors in El Paso

This content was written for Kevin O’Neil

Do you need help with your personal financial planning? Are you looking to find a financial advisor who is an expert when it comes to personal financial planning? One of the best financial planners in El Paso is a guy by the name of Kevin O’Neill. Kevin O’Neill is dedicated to ensuring that his clients reach a path to prosperity. To schedule your first consultation with Kevin to learn a little bit more about him and understand what he can do for you give him a call at 915-373-0989.

There are a few main criteria that you want to hire your financial advisor based upon. The first is just a general feeling of somebody that you would like to hang out with. If you sit across from somebody who you’re interviewing to be your personal financial planner, and you just can’t seem to get into a groove with them than they are not a good fit for you. You are likely going to be having some very serious conversations with this person, and if you are uncomfortable in your first consultation with them, then that is not a good sign. This doesn’t mean that they don’t know what they’re talking about it just means that you are not a good fit for them.

The next mandatory criteria is that you trust them. If this person is going to be helping you with your personal financial planning, it is critical that you trust them 100%. If you do not trust them then, you will not trust the ideas that they are telling you, and therefore you will not act upon them. This makes absolutely no sense. So whether the person that you’re sitting across from is trustworthy or not if you don’t trust them then you need to look elsewhere. If you are paying somebody to help you formulate a financial plan and you do not implement the plan then, you are wasting your money. Find somebody that you trust with 100% certainty.

The third thing that you want to make sure you look for is knowledge and expertise. What is their experience in the financial planning industry specifically for what you are looking for? If you are dealing with somebody who has spent 20 years in business financial planning but not one single year in personal financial planning, then you probably don’t want to use them for your personal planning. However, if they have an abundance of experience and knowledge in financial planning for the individual yet the other two criteria are not met then you probably don’t want to hire them for your financial planner either.

If you find a financial planner who you can get along with easily and would like to hang out with, then you may have found a good fit. If you can find a financial planner who is trustworthy and you can trust them, then you may have found your advisor. If you find a financial planner, who has the first two things and has an extreme level of experience and knowledge than you have probably found the financial planner for you.