Why a Professional Network Is Important

Do you have the right network of professionals around you? Working with experienced professionals can ensure that you’re spending your money wisely — and that you build long-term wealth in the process.

Whether you’re looking for another property, buying a new car or saving for retirement, having knowledgeable and qualified connections can take you far.

Here’s the team you’ll want on your side for your next big money move:

  • Financial Experts: You’ll want to make sure you have a great financial adviser to help you manage your investment portfolio and retirement accounts. For mortgages and small business loans, a banker is a must. And a certified accountant can handle your taxes and other financial obligations.

  • A Real Estate Attorney: If a second home or investment property is on your radar or already part of your portfolio, you should have a real estate attorney. They can help ensure the transaction goes smoothly and possibly save you money in the long run.

  • A Contractor: A general contractor (or a team of specialized contractors) is critical if you’ll be making any updates to your home or other properties. You’ll want someone who’s competent, organized and honest.

  • Insurance Agents: Any significant investment requires proper insurance, whether it’s for your house, car, boat or investment property. And don’t neglect life or health insurance: They’re critical for safeguarding your family.

Thankfully, many of these pros are easy to find and communicate with online. But if you want personalized and vetted recommendations, get in touch today.

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