Why Couples Can Benefit From Meeting With a Financial Advisor in Asheville

by | Jun 22, 2020 | Financial Advisor

One of the leading causes of divorce is issues with money. When couples cannot agree on how to save or spend money, this can lead to misunderstandings, hurt feelings, distrust, and other negative emotions that will eventually end the marriage. However, when a couple takes the time to get on the same page financially and work together, not only will they enjoy a more peaceful marriage, but they are more likely to enjoy financial security and happy retirement.

TruNorth Advisors in Asheville, NC, works with couples who are interested in enjoying being financial security now and in the future. A three-step approach is used to help couples who would like to avoid money problems. First, Matthew Dixon or another financial advisor on the team will listen to the couple as they describe what their ideal retirement looks like. He will work with the couple as they lay out their current financial situation. The final step is to draw up a customized plan that will help the couple make their ideal retirement a reality.

Couples often appreciate the fact that when they visit TruNorth Advisors in Asheville, NC, they do not feel any pressure throughout the process. Matthew Dixon answers all their questions because he has a vast knowledge of the financial industry. He has been working in this field for more than eight years. He may be able to help them save money on their taxes on different assets or get the most amount of money for their retirement.

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