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The Two Paths to Investing: DIY vs. Professional Expertise

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When it comes to investing, there are generally two paths you can take. One involves the DIY approach, where you delve into the complexities of the financial market, hoping to strike it big with your investments. The other path involves seeking the assistance of professional experts, like Prevail, who can guide you through the intricacies of financial planning, providing you with a tailored roadmap towards financial freedom.

 

DIY Approach: The Struggle of a Novice Investor

Imagine you’re a successful individual, working hard and making good money at your job. You’ve accumulated some savings and have an idea to invest in stocks, bonds, mutual funds, or ETFs. Excited about the potential to grow your wealth, you start researching and learning about the financial world.

However, as you dig deeper into the complexities of investing, you encounter terms like alpha, beta, standard deviation, and more. It feels like deciphering a foreign language, and you find yourself scratching your head, uncertain about what these concepts really mean. Hours pass by as you try to understand, and you realize that you’re missing out on quality time with your family.

Despite your efforts, you may not have the time, resources, or expertise to make well-informed decisions. Impulsive choices may lead to disappointment when your investments don’t perform as expected. Without professional guidance, your financial journey could become overwhelming and frustrating.

 

The Prevail Advantage: A Team of Experts by Your Side

Now, consider another scenario. You walk through the welcoming doors of Prevail and are greeted by our friendly staff. As you sit down for a chat, you realize that you’re not alone on this journey. Prevail believes in building a team of experts around you, working collaboratively to craft a financial strategy that aligns with your goals and aspirations.

Our specialists ask you thoughtful questions, guiding you through various investment options and financial planning considerations. They analyze your situation, considering tax implications, savings objectives, and your family’s needs. You’re no longer burdened with the stress of financial decision-making because you have a dedicated team to handle it for you.

 

Key Takeaway 1: Embrace the Power of Professional Expertise

The first key takeaway is clear: Seeking professional assistance, like that provided by Prevail, is a game-changer. Entrusting your financial future to experts who understand the intricacies of the market and are skilled at financial planning ensures a smoother, more successful investment journey.

 

Key Takeaway 2: The Benefits of a Tailored Financial Roadmap

With Prevail’s guidance, you gain access to a customized financial roadmap. This roadmap considers your specific financial goals and objectives, ensuring that your investments align with your long-term plans. No more guesswork or impulsive decisions; instead, you’re equipped with a clear path toward achieving financial freedom.

 

Key Takeaway 3: Time for What Truly Matters

By partnering with Prevail, you free up valuable time to focus on what truly matters – spending quality moments with your family, enjoying personal pursuits, and pursuing your passions. You can trust that your financial well-being is in capable hands, allowing you to live a balanced and fulfilling life.

 

Take Your Next Step Towards Financial Freedom with Prevail

If you’re ready to embrace a more secure and successful financial future, take the leap and allow Prevail to guide you on your journey. Our team of experts are committed to providing you with the support, knowledge, and expertise needed to make informed decisions and achieve your financial goals.

Visit our website, email us at riseabove@prevailiws.com, or call 913-295-9500 to learn more about how Prevail can assist you in making the right investment choices. Don’t let uncertainty hold you back. Take control of your financial destiny today with Prevail’s life-changing expertise and personalized approach. Your journey towards financial freedom starts now.

 

The name “Prevail” references independent services offered by Prevail Innovative Wealth Advisors, LLC. Prevail Strategies LLC., and Prevail Alternative Assets LLC.,
Investment Advisory services are offered through Prevail Innovative Wealth Advisors, LLC, a federally registered investment advisor. Registration with any securities authority is not an endorsement of the services offered by the investment adviser. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. A client may receive investment advice in addition to fixed insurance recommendations as a part of the financial planning process. Prevail Innovative Wealth Advisors, LLC and Prevail Strategies LLC have common ownership. Prevail Innovative Wealth Advisors, LLC and Prevail Strategies LLC do not provide tax or legal advice. You should always consult your CPA or tax professional for decisions involving tax implications present and future.
For a copy of Prevail Innovative Wealth Advisors Privacy Policy, Disclosure Brochure (Form ADV Part 2A), or Client Relationship Summary (Form ADV Part 3), please contact your Investment Adviser Representative or call our main office at (913) 295-9500.
It should be noted that borrowing against your life insurance policy, the loan is collateralized against the cash value of the policy. Can you add some disadvantages of borrowing against a life insurance policy?
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Kerry Lawing

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The Two Paths to Investing: DIY vs. Professional Expertise

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