The reason Golfers need Caddies, and small businesses need Financial Advisors

We are approaching one of the most popular weekends of the year—the Masters golf tournament.  Where the only question more important than where you’re going to watch the tournament is what club Rory McIlroy will use when he needs to make an important shot.  Thankfully, the decision as to which club to use isn’t left up to him or a fan. Instead, Rory relies on his professional caddie.  A caddie is the person who carries a player’s clubs, gives insightful advice, and provides moral support.  A caddie is someone who the golfer can turn to for guidance so that they can focus more on their strokes and the match.  Similarly, homeowners trust contractors, patients trust doctors, and small businesses trust financial advisors.

Small business owners are busy running their business and specializing in their market.  So, what do they do when they are looking for a retirement plan for their company?  They lean on a financial advisor who specializes in this market.  The financial advisor will know what “club” or retirement plan is best for your business.  Trust the financial advisor to be your caddie and give you and your company the best fitting retirement plan!