You Don’t Need a Financial Planner … Unless …

You Don't Need a Financial Planner ... Unless ...

There are plenty of times when people can handle their investments, taxes and retirement planning themselves. Here’s who can go it alone, and who should seek some advice. Which category do you fit into? In practically all aspects of life, there are things we can do ourselves and others we can’t.

If you cut your finger slightly, you grab a bandage; but if you need stitches, you find a doctor. You probably can put air in your car’s tires and maybe even change your oil, but when a car keeps dying at stop signs, most people go to a mechanic.

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