Why Do I Need a Professional Financial Advisor?

Why does a successful individual or family need a professional financial advisor? Because they may lack the interest, experience, objectivity, training and discipline to go it alone. With over 30 years of professional financial experience, Professor Ulivi can guide you through the development of a comprehensive financial plan that is individually tailored to you.

He will meet with you to:

• Learn about your finances
• Help you develop a comprehensive plan, including long and short-term goals
• Identify possible problems
• Give recommendations
• Monitor your progress

With his unique understanding of your situation, he can help you devise a plan which will consider any changes that may occur, including: marriage, birth, college, change of employment, acquisition of real estate, divorce, retirement, and inheritance.

He will build a personal relationship with you, and help to keep you on track, which is a plus for those who are busy or tend to procrastinate.

Why not do it myself?

Professor Ulivi has a rational and objective perspective on financial matters, whereas an untrained individual will likely make decisions based on emotion and wishful thinking. One could equate hiring a financial advisor to trusting your car to a reliable mechanic. It’s possible to buy a handbook and get to
work on it yourself, but realistically, who has the time or the patience to research and absorb all that needs to be learned? While we generally don’t consider the do-it-yourself approach where plumbing and electricity are concerned, many of us imagine we have what it takes to tackle the world of finance. This notion has only become more pervasive with the advent of the internet. However, the financial world is complex, extensive and dynamic, changing daily, due to new laws and regulations, product offerings, market fluctuations, and economic events.

With the support of a skilled professional, you will be able to relax and enjoy your life, while building and planning for tomorrow.

How will I benefit from a financial advisor?

Professor Ulivi is a fee-only advisor, which means he does not accept commissions or referral fees, or any other type of compensation for products he recommends. This ensures that there will be no conflict of interest; the products he recommends are those he believes are in the best interest of his clients.

A trusted financial advisor may help you to:

Reach your financial goals
Reduce the likelihood of costly mistakes.
Help you evaluate options and make decisions

Financial planning can be overwhelming. Never underestimate the stress related to making complex financial decisions alone and without adequate experience or training. Professor Ulivi has spent his career assisting clients with difficult financial choices. With his awareness of financial opportunities, knowledge of investments, advice, and support, you will have the peace of mind that comes from knowing your financial future is in good hands.