Courtesy Dobbs Wealth Management
Unpredictability is challenging. There is reassurance in steadiness, optimism when we see positive results ahead. But in most things––including life––nothing stays the same forever. It helps when we’re prepared for bumps in the road.
“During a significant market drop, people may realize they aren’t sure what they have or how an investment plan could help their assets work together more effectively,” says Juston J. Dobbs, MBA, CDFA®, CFP®, Managing Director – Investments, at Dobbs Wealth Management Group of Wells Fargo Advisors in Sherman. “It’s never too late to begin.”
A professional financial advisor who knows your situation and communicates consistently is essential, especially during market volatility.
“Over the long run the markets have always gone up,” Juston says. “It can just sometimes be a bumpy ride getting there. My most successful clients are those who have a plan and stick to it through good times and bad. It’s much less stressful than trying to ‘figure it out’ on your own.”
Of course, the value of working with a trusted financial advisor goes beyond helping you stay calmly focused on your goals. In addition to a sound investment plan, you’ll receive pertinent information on market changes, the benefits of diversification, why allocation is important, and how to best prepare for resilience during challenging times. Juston can also assist with ancillary services associated with planning, such as 401(K) reviews, insurance, social security, savings, and cash flow analysis.
Juston utilizes the Wells Fargo Advisors’ Envision® tool, helping you benefit from goal-based advice with sophisticated statistical modeling. “The process creates an effective, easy-to-understand method for prioritizing and achieving important life goals,” Juston says. “Ultimately, it helps you live the one life you have the best way you can, without undue financial sacrifice or overexposure to risk.”
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC. CAR 0620-02015