The Value of Financial Advice | American Funds
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The Value of Financial Advice

Get Skilled Help to Plan and Monitor Your Investments

We believe successful financial planning depends on a strong relationship with a trusted financial professional. That’s why the American Funds are sold through financial advisors.

Financial advisors can help you assess your financial goals and guide you in developing a plan to reach them. They’ll help you strategize for time-critical needs, gauge your tolerance for risk, and monitor and choose the right investments. Explore our site to discover how working with a financial professional could help improve your investment outcomes.

If you don’t have a financial professional, we’ll be glad to help you find one in your area. Use our Advisor Locator.


Services a Financial Advisor Provides 

Take advantage of your advisor’s experience and guidance.
 
 


Prepare for Your Advisor Meeting

Navigating the financial waters can be tricky, but your financial advisor can help. Use this three-step guide to prepare for a productive meeting.
 

“People make better decisions with financial advisors.”

— Robert Shiller, Nobel Prize-winning economist

In Their Own Words

Our investors reveal better than anyone else how they’ve been helped by financial advice. These short videos capture how they’ve benefitted.

 

Young Farmers Plant Seeds for a Sustainable Retirement

Josh Carter and his wife, Dana Bishop, are young farmers living their dream of working the land in a sustainable fashion. As their savings grew, their parents referred them to a financial advisor who recommended sensible steps for creating a retirement plan built to stand the test of time.

Right after law school, investor Patricia Hernandez-Edelstein was encouraged to find a financial advisor and start investing in her future. Marriage and children presented additional considerations, and Patricia started 529 plans. And, when she opened her own law firm, Patricia’s financial advisor helped her start SEP plans for her employees.

Anna Rae Goethe, 22, is an avid saver who understands the importance of budgeting and the value of advisor advice — thanks to her parents. Since she dreams of working for a nonprofit organization, saving now for the long term will help Anna Rae pursue her goals.

 

American Funds investor Joyce Kimura shares how she started putting away $25 a month to reach her goal of traveling in retirement.

American Funds investor Rick Vredenburg discusses his investment risk and how he manages it through diversification.

Working in the ministry, the Sutphins learned to be disciplined about saving, spending and giving to meet the needs of their growing family. Now that their children are having kids of their own, they share the wisdom of living within your means and making sound financial choices.

Dave Swartz started investing very young and worked hard to pursue his dream of owning his own business. Now he works with his financial advisor to help ensure his employees are saving for the future as well.

 

In this video, Howard and Jennifer Duzan explain how they worked with their financial advisor to create a sensible, well-allocated plan that they believe will provide enough money for retirement.

Linda and Phil Reynolds explain how their financial advisor helped them plan for retirement and maintain a long-term investment perspective.

American Funds investors and retirees Esther and Jerry White discuss how they were able to stay the course through market downturns with the help of their financial advisor.

Happy and healthy 99-year-old Frank Fukuhara is devoted to his family and enjoys a good game of golf. His financial advisor helped him budget for both, while sharing his wealth with charitable organizations.

Chuck Cornillie savors his freedom as he tours the country on his motorcycle. After a lifetime of saving and preparing, along with sound financial advice, he and his wife put three children through college before enjoying a relaxed retirement.

 

Suzanne and Mike Mayernick discuss how they plan to give each of their seven children the opportunity to go to college.

Monette Scott went back to school to realize her goal of earning a college degree, all while running a business with her husband and still prioritizing retirement savings.

 

American Funds investor Gretl Claggett discusses how being mindful of her spending has allowed her to invest in herself and her dreams.

Mike Madison served in the U.S. Air Force for 23 years before beginning a second career in real estate. He also made the strategic decision to consult a financial advisor to pilot his investments.

Dentist Mike Tabor took charge of his professional and financial life for decades, but came to appreciate the guidance of a financial advisor.

Dwight Edwards has built his life around
nurturing relationships. With his financial advisor, he’s learned to find the balance between preparing for the future while
pursuing his passion to become a
motivational speaker.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing. 

Past results are not predictive of results in future periods.