Why You Need a Financial Advisor for 2017

Why You Need a Financial Advisor for 2017

How often do your finances cause you to lose sleep? How much time do you spend stressing about money? Americans’ fears regarding their lifestyle, medical bills, and retirement continue to increase each year. More than 50% of Americans worry about not being able to maintain the standard of living they enjoy, and 64% are worried about not having enough money for retirement.

Why the steady increase in anxiety and stress? There’s a strong chance that much of it is because nearly half of Americans don’t know where to turn for financial advice and support, and 62% don’t work with a financial advisor of any kind.

The Value of an Advisor

The good news is that you can get rid of your financial anxiety and change how you feel about your financial situation without winning the lottery! Studies show that people who work with an advisor are more likely to feel less stressed, have increased confidence in their savings, be more knowledgeable about their retirement opportunities, as well as more conscious of their spending habits.

But perhaps one of the best things about working with an advisor is that there’s never a wrong time to start. Just as it’s never too late to start saving for retirement, it’s never too late to strategize for your future and make the financial changes necessary to reach your goals.

When to Turn to an Advisor

Even if you feel confident in your finances and future retirement, you may not realize you’re making common mistakes or missing out on investment opportunities that could significantly increase your savings.

If you’ve experienced one of the following events in the last year, an advisor can help:

  • You had a baby
  • You changed jobs
  • You lost a job
  • Your salary changed
  • You started a business
  • You bought a house
  • You got married
  • You got divorced
  • Your child graduated high school
  • You or a loved one experienced a severe disability or illness
  • Your spouse passed away

Additionally, an advisor can help if you’ve faced one of these questions in the last year:

  • Is my spending in line with my income?
  • Can I afford a second home?
  • Should I save for retirement or my child’s college tuition?
  • How much do I need to retire?
  • Is life insurance appropriate for my situation?
  • How much should I contribute to my 401(k)?
  • How should I invest my savings?
  • Am I saving enough?
  • When can I retire?
  • What can I expect from my Social Security benefits?
  • Will Medicare provide enough coverage for my needs?
  • How can I help my kids make wise financial decisions?
  • How do I gracefully exit my business?

Finding the Right Advisor For You

So why do a majority of people go it alone on their financial journey? For many, it can be intimidating to share the personal details of your finances with a stranger, especially if you feel you’ve waited too long to seek financial advice.

I’m here to tell you that getting started late is better than not starting at all. We want to help you be proactive about your finances and make the process as pain-free as possible, taking time for us to get to know each other personally before looking at a single account statement.

How pain-free can it be? Let me show you. If you or someone you know has yet to meet with an advisor about their retirement, shoot me an email or give me a call to set up a complimentary, commitment free appointment. Contact me by calling my office at (323) 254-3072 or email us at This email address is being protected from spambots. You need JavaScript enabled to view it. . I look forward to hearing from you and working with you to create a thriving financial future!

About Brent

Brent M. Mason is the President of Mason & Associates, Inc.  Brent began his career in 1999 with Putnam Investments, where he was a vice president and served as the marketing manager for Putnam’s Insurance Products Division, specializing in the development and sale of investment vehicles within insurance related products. Brent earned a Bachelor’s Degree in Business Administration from Southern Methodist University, in Dallas, Texas where he focused on marketing and finance. Brent is a licensed California insurance agent and can offer life, health, variable and long-term care insurance products. Currently, he is a member of the Board of Directors at Hillsides, an organization that specializes in meeting the needs of at-risk children in the greater Los Angeles area. Brent lives in Pasadena with his wife Leah and their three beautiful children. He enjoys golf, snow skiing and spending time with family and friends.

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7474 North Figueroa Street
Los Angeles, CA 90041

Phone: 323.254.3072
Toll Free: 888.988.401K
Fax: 323.395.0714

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