What’s the best way for someone to find a financial advisor? Working with a financial advisor and planning for your future retirement needs is very personal – I liken it to being married. The best marriages are built on trust and liking your partner. My closest clients are all referrals and came to me through one of their trusted friends or relatives.
What distinguishes your services? Most financial advisors can offer the same products and services. But it isn’t about that. It’s about the individual client and their personal needs. It’s about client awareness, empathy and professional excellence.
What is special about your firm? Besides being an independent registered investment advisor and broker dealer, Dorsey & Company is one of the last Louisiana firms to have an active municipal bond trading desk. This is a big advantage when providing bonds for our clients.
Tell us the three most common mistakes you see in financial planning. 1) Not having a plan or starting too late 2) Managing debt 3) Trying to time the market.
What are the best tips you could give someone approaching a financial plan? Work with a professional advisor. Be thorough and make sure to plan for all of your future needs, including estate planning.
Is there anything coming up you’d like to tell us about? We see 2019 as choppy, but no recession. Growth is slowing, not collapsing. Fundamentals and earnings growth should remain solid. Interest rates will remain low.
Is there anything else you’d like to share? Staying invested is of utmost importance and it’s about achieving goals. Managing risk is more important than higher returns.
Dorsey & Company, Inc.,
511 Gravier St., 592-3248, schatelain@dorseyco.com
