Chat GPT Question: Who Needs A Financial Advisor?

We asked OpenAI’s artificial intelligence online chatbot, Chat GPT (Chat Generative Pre-training Transformer) “Who needs a financial advisor?” - here is what it had to say:

Anyone who wants help managing their money and achieving their financial goals can benefit from working with a financial advisor. This can include individuals, families, and businesses. Some common reasons people choose to work with a financial advisor include:

•             They have a complex financial situation or a lot of assets to manage.

•             They want help creating a financial plan or budget.

•             They want to save for retirement or a specific goal, such as buying a home or sending a child to college.

•             They want to invest their money but are not sure how to do so.

•             They are nearing retirement and want to make sure they have enough money to last through their golden years.

•             They want to minimize their taxes or protect their assets.

•             They want to pass on wealth to their heirs in an efficient way

New to Fortress Financial Group? We are a Minnesota-Based, Fee-Only registered investment advisor, held to a fiduciary standard. We are focused on helping our clients find financial clarity through direction and guidance.