Financial Advisors guide and offer advice. We help clients with their investments, insurances and setting strategies to help them meet their financial goals or to help them solve their biggest financial concerns, such as buying their first house, educating their children, or successfully retiring. We pride ourselves in making complex topics easier for our clients to understand, reducing the jargon and using reliable tools and processes to assist our clients in making better, more informed decisions.
A study prepared by the Consumer Federation of American (CFA) alongside the Certified Financial Planner Board of Standards (CFP Board) in 2012 & 2013 told the story of why we are here doing what we do for our clients today. Their study uncovered the simple fact that even in an uncertain economic climate, financial planning leads to better outcomes for those who take the time to plan. It also showed that those who took the time to plan found they could save more money than they thought and were happy with their progress toward important goals. They also felt more confident in their ability to make sound financial decisions.
In a follow-up study done by Princeton Survey Research Associates International, the link was made between financial planning and financial preparedness. In short, more planning leads to more preparedness. It also leads to greater confidence in their money management. We at Oversight Investment Group would like to help you join our clients along this successful path to financial independence.