Why Do I Need a Financial Advisor if I Watch the Stock Market?

Q&A with Bell Investments

Q. Why do I need a financial advisor if I watch the stock market?

A. There’s so much more to your financial plan than your current investment mix.

Where I can add value is having access to different investment strategies that you might not know about or think about. For example, many people don’t consider life insurance or long-term care insurance until it’s too late. I’ll make sure you’re thinking through all aspects of your financial plan.

It’s my job to keep up on the economy, trends and the latest products. A financial advisor also takes the emotion out of investing, so you’re not making an emotional decision that’s not in your best financial interest.

Lisa Moe
VP/Wealth Advisor
Office: 701-433-7404
Branch: 701-476-5920
lisa.moe@lpl.com

Investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

This LPL financial registered representative may only discuss and/or transact securities business with residents of the following states: Ala., Ariz., Colo., Mass., Minn., N.D., S.D., Texas, Va. and Wis.

What to Check Out Next

• What Makes for a Well-Thought-Out Retirement Plan?
• Everyone Should Think About Long-Term Care
• Planning Your Financial Future Together

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