At Wilmer Financial Group Incorporated, our mission is to help people achieve financial success by providing trusted advice and strategies rooted in our core values of Christian faith, integrity, and excellence. As a dedicated African American woman-led firm, with over 10 years of experience, we are committed to empowering our community, bridging the wealth gap, and fostering prosperity with compassion and a deep understanding of our clients’ needs. We strive to be a reliable partner on their financial journey, helping them attain financial freedom, build generational wealth, and make a positive impact in their lives and the world, guided by our unwavering commitment to honesty, integrity, and exceptional service.”
Why work with a financial advisor
Having a trusted advisor by your side is essential for securing your financial future. They'll guide you through important decisions, keep you accountable, and help you achieve your goals. #FinancialAdvisor #TrustedGuide
How can a financial advisor help you reach your goals?
A skilled advisor will evaluate your finances, create a tailored plan, and provide expert advice on saving, investing, and reducing debt. They empower you to make wise choices and stay on track. #FinancialGoals #TailoredPlan
How do financial advisors get paid?
Compensation varies, so understand their fee structure upfront. Whether it's a fee-based model or commission-based structure, transparency is key. #FeeStructure #TransparencyMatters
Fiduciary vs. non-fiduciary advisor?
Always go for a fiduciary advisor. They're legally bound to act in your best interest, ensuring your financial welfare comes first. Protect yourself and choose wisely! #FiduciaryResponsibility #ClientFirst
How often should you meet with your financial advisor?
Regular check-ins are crucial. Aim for annual reviews to reassess goals, adjust strategies, and keep your financial plan on track. Stay engaged! #AnnualReview #FinancialCheckIn
What information should you provide to your financial advisor?
Be transparent about your financial life. Share details on income, expenses, debts, investments, and more. The more they know, the better they can tailor advice to your needs. #FinancialTransparency #OpenCommunication
Can a financial advisor help with budgeting?
Absolutely! A skilled advisor will assist in crafting a realistic budget, finding areas to save, and optimizing your cash flow. Get your budget on track with expert guidance! #BudgetingTips #CashFlowManagement
How do financial advisors assess risk tolerance?
Advisors use various methods to gauge your comfort level with market fluctuations. They'll align investments accordingly, ensuring a suitable balance of risk and reward. Invest wisely! #RiskTolerance #SuitableInvestments
Do financial advisors offer Retirement planning assistance?
A proficient advisor is invaluable in this process. They'll calculate your retirement needs, develop a savings plan, offer investment advice, and navigate complex retirement strategies. Plan for a secure future! #RetirementPlanning #SecureFuture
I really have a problem with the fees financial advisors charge, can you help me to understand the purpose of the fee?
"I understand that paying financial advisor fees can be a concern for some individuals. It's important to remember that working with a qualified financial advisor can provide valuable guidance and potentially help you make better financial decisions that may outweigh the cost. Keep in mind that financial advisors have expertise in managing finances, investments, and planning for the future.
If you're facing financial constraints, it's worth discussing your concerns openly with your advisor. They may be able to suggest alternative fee structures, such as hourly rates or flat fees, that better align with your budget. Additionally, you could explore low-cost or robo-advisor options that provide automated investment services at a lower cost.
Remember, the goal of working with a financial advisor is to improve your overall financial well-being and potentially generate positive returns that exceed the fees paid. Consider the potential long-term benefits and the peace of mind that comes with having a professional by your side. Ultimately, the decision is yours to make based on your financial circumstances and priorities."
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- Open Now09:00 AM - 05:00 PM
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May, 2024
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August 26,2019
- Tuesday
- 9:00am - 10:00am
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