The Importance of Professional Advice

From setting goals and selecting investments to identifying short- and long-term insurance needs, your financial advisor can help you maximize investment opportunities, minimize your exposure to investment risks, prepare you for the unknown and protect your loved ones.

 


Planning

  • Providing objective advice so you can make informed investment and insurance decisions
  • Identifying different types of insurance that can provide for your loved ones, your future care and your long-term security
  • Reviewing your insurance options at work and develop a comprehensive strategy
  • Determining your comfort level with investment risk and articulate your financial goals as the basis for your investment plan
  • Helping you understand the need and value of insurance and appreciate the difference between saving and investing 

Implementing

  • Guiding your evaluation and selection of insurance policies
  • Constructing your investment asset allocation strategy
  • Diversifying your savings among different types of investments
  • Empowering you with educational resources and tools
  • Providing a holistic view of your insurance and investment holdings

Managing

  • Conducting ongoing monitoring and periodically rebalancing your investment portfolio
  • Providing insurance solutions to keep pace with your life's changes
  • Offering context to help you better understand market developments
  • Bringing new and suitable investment and insurance opportunities to your attention

 

As your personal situation evolves, your financial advisor will help you determine the impact on your investment goals and your insurance needs. You can rely on your financial advisor to bring innovative solutions to the table, offer a plan of action and help you maintain your confidence in the future.

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John Hancock Advice

John Hancock Advice provides future-focused individuals access to digitally enabled, personal advice and planning services that will help them make wiser financial decisions and have a solid plan for what’s ahead. 

The Advice team has created a solution to the problem many Americans face, “who is going to help me to make the right choices with the money I have (and the money I don’t)?” When you work with us, you are served by a highly experienced team of professionals dedicated to providing a personalized, transparent, and reassuring experience.  Leveraging John Hancock’s digital investment products, John Hancock Advice offers services that are designed to accommodate the modern investor in an increasingly digital world. One size doesn’t fit all. Providing flexible engagement options for individuals that fit not only their needs, but their budgets, John Hancock Advice is here to help you achieve your goals!