At GuideStone®, we know that developing a financial plan and managing your investment portfolio can be complex and time-consuming. Wading through the rushing stream of economic and market information can feel overwhelming, and the multitude of investment options and planning strategies available today can leave you uncertain about building your secure financial future. That’s why working with a financial advisor to guide you can be a game changer for your financial planning decisions.
The goal of a GuideStone advisor is to provide you with personalized attention and a deeper level of investment support, whether you need help starting, staying or finishing well.
If you’re still on the fence, consider these three benefits of working with a financial advisor:
An advisor brings specialized knowledge and experience to your situation. Whether the market goes up, down or sideways, you have a personal point of contact to keep you steadily on track with your long-term financial goals and to answer your questions. Daily monitoring and interpreting the market can be a heavy burden for most investors — but an advisor can handle that for you.
Working closely with you, an advisor will conduct a needs analysis to help you clarify your vision for your financial future and identify any obstacles that could slow your progress. Through our sophisticated technology, an advisor can help you find your specific Risk Number® and the right amount of risk to take in investing for your goals. Talking through your needs and values helps your advisor translate the things that matter most to you into measurable goals and objectives so that together, you can build a comprehensive and manageable investment strategy.
An advisor will help you stay on track by providing regular one-on-one reviews, rebalancing and other adjustments to keep your portfolio aligned with your risk tolerance and investment strategy. An advisor’s objective perspective and expertise can help you weather market volatility and navigate life events and transitions.
These are just some of the benefits of working with a financial advisor. The GuideStone Advisors® team is dedicated and ready to assist you with your financial needs and questions with a range of advisory services.
At GuideStone, our mission is to enhance the financial security and resilience for those who serve the Lord.
For you and us, financial security and resilience are not the ultimate goal — they are a means to an end. They give you the freedom to answer God’s calling, provide for your family and bless the next generation of believers. Our vision is that every servant of Christ finishes well.
Schedule an Appointment with an Advisor Today
Not quite sure an advisor would be worth it? Check out our webinar, “Is it Time…For an Advisor?” and listen as we discuss the benefits and cost of working with a GuideStone advisor in-depth.
Advisory services offered through GuideStone Advisors, an SEC Registered Investment Adviser. GuideStone Advisors is a controlled affiliate of GuideStone Financial Resources. For more information about the firm, products and services, please review the GuideStone Affiliate Form CRS.
Advisory services offered through GuideStone Advisors, an SEC Registered Investment Adviser. GuideStone Advisors is a controlled affiliate of and receives substantial funding from GuideStone Financial Resources and its subsidiary, GuideStone Capital Management, LLC the manager of GuideStone Funds in addition to any direct client advisory fees the firm recieves for its services. To the extent the firm recommends investments in GuideStone Funds or a private fund sponsored by GuideStone Financial Resources, it and its representatives have indirect and direct, respectively, financial interest in doing so. Clients are under no obligation to purchase GuideStone Funds and there may be other similar funds available with the same or better performance, with lower expenses, from which GuideStone recieves no funding whatsoever. For more information about the firm, products and services please review the GuideStone Affiliate Form CRS.
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