Cason wants to diversify his investment portfolio. Cason is an experienced investor that reads a lot online already. He thinks having personalized support is his next step. Which option is best for Cason?
Select a response.
Continue making his own choices in his limited time
Hire a Financial Advisor
Sign up for a robo-advisor service
Ask his friends about their investment choices
The best option for Cason is to hire a Financial Advisor.
This choice provides him with personalized support tailored to his investment goals and risk tolerance while leveraging his experience. A financial advisor can offer expert advice, help strategize his portfolio, and save him time by managing complex decisions. While robo-advisors are useful, they lack the personalized touch that Cason may benefit from.