Consider help from a financial advisor
Putnam distributes its funds to investors through professional financial advisors. If you are considering a Putnam fund, contact an advisor in your area to ask about it.
If you have been investing on your own, Putnam urges you to consider the value of advice from a professional. An individual working alone might find it hard to develop the specialized knowledge and experience that help a financial plan succeed. For over 75 years, Putnam has recognized the benefits of advice for investors.
An advisor can be particularly helpful with several important aspects of long-term investing.
Defining and planning for financial goals, such as retirement.
Financial advisors can provide other essential ingredients for successful investing — a long-term perspective and confidence to follow through on your strategy, even in the face of challenges.
How to find an advisor
You can choose a financial advisor in much the same way you would choose any other service professional.
- Gather information and recommendations from family, friends, or colleagues. If you have an attorney or an accountant, ask them to refer you to trusted financial advisors in your area.
- Determine your objectives, and whether you need advice in any specialized areas, such as unusual tax situations or estate planning.
- Interview candidates, looking for someone you can trust and feel comfortable working with given the sensitivity of personal financial information and the long-term nature of financial planning.
- Research the professional credentials and registrations of advisors you consider, and make sure they offer the range of services you'll need.
The perspective of a trained, experienced, and dedicated financial advisor can be crucial to developing and executing a successful long-term financial strategy.