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You Know the Benefits of Working With a Financial Advisor. Do Your Friends & Family?

Cypress Wealth Services

August 2022

With so many options, apps, and information at our fingertips, many take on a “do-it-yourself” attitude these days. But is that a sound approach when it comes to your financial plan?

As someone who knows the benefits of working with a financial advisor, you also know hiring an advisor can be a tedious process. But you also know the myriad benefits that can come from a strong client-advisor relationship; less stress, improved financial security, and increased confidence in your future are just a few.

With today’s market volatility and historic inflation, having a trusted advisor to work with and plan for a brighter future is essential. There’s just too much going on to do everything yourself. At Cypress Wealth Services, you can always count on us to guide you through life’s toughest financial challenges.

Do your friends, family, and coworkers have this kind of support system?

How Can a Financial Advisor Help

Even if your friends or family feel confident in their finances, they may not realize the common mistakes they’re making or the investment opportunities they’re missing out on. A financial advisor can look at every piece of your finances and help you understand the larger picture of how to achieve true financial security.

A financial advisor can help you navigate common life events, like:

  • Significant changes to income
  • Marriage or divorce
  • Buying or selling a house
  • Having a child
  • Planning for higher education
  • Severe disability or illness
  • Passing of a spouse
  • Transition to retirement
  • Questions about investments
  • Questions about insurance
  • Questions about tax-management strategies
  • Legacy planning for heirs

How to Choose an Advisor

It’s never too late to hire an advisor, and no matter what season of life you’re in, you can reap the benefits an advisor provides. That being said, hiring an advisor is a task that should not be taken lightly. There are many different certifications, designations, and licenses in the financial services industry, each with their own education and experience requirements. Be sure you know exactly who you’re hiring before signing on the dotted line.

The CFP® certification is commonly regarded as the industry gold standard, but CFA®, Chartered Investment Counselor (CIC), and Chartered Financial Consultant® (ChFC®) are also highly sought-after designations.(*1)

Do You Know Someone We Can Help?

At Cypress Wealth Services, our goal is to align your most important priorities, such as your financial needs, family values, and charitable interests, with your financial resources in a way that is tailored specifically for you. We’re happy to say that many of our clients are referrals from other clients.

If you know someone who would benefit from a collaborative advisor-client relationship, please send them our way! Consider sharing this article with them, and if they’re interested in partnering with us, they can schedule a complimentary appointment. Have them call us at 866.888.6563 or contact one of our offices today.


About Cypress Wealth Services

Cypress Wealth Services is an independent RIA firm providing financial planning and investment management to high net worth individuals, families, business owners, and institutions. Cypress Wealth Services comprises professionals with diverse backgrounds and extensive experience and qualifications. Cypress Wealth Services serves a broad range of client needs using their experience and expertise to act as a foundation for their client service process. The firm uses The Second Growth, which focuses on efficiently protecting, growing, and transferring the wealth and legacy a person has already built to their loved ones. With financial advisors in Palm Desert, CA, Tustin, CA, Athens, GA, and Anchorage, AK, the firm serves clients across the country with Wealth Management Services, Fiduciary Services, 401(k) Design and Management, Investment Reporting Services, Financial and Retirement Planning, and more. For more information, visit or call 760.834.7250.