Financial Freedom in Retirement Blog

We believe today's saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!

Here is one answer to this question. As a financial advisor, I can tell you that you may never need one.  You may ask what can a financial advisor do for me compared to what I can do for myself? 

The truth is some people will never need a financial advisor in their lifetime. Many different factors can play a role in this big decision.

  • Your Understanding of the components of retirement planning
  • Percentage of Discretionary assets you have
  • Ability to stay ‘on the ball’ with changes that affect you.

You are asking the right question!  It is often an overwhelming challenge to know where to look and where to search for a credible and appropriately skilled advisor.

Seeking professional financial guidance can be an emotionally stimulating event.  For many, fears, frustrations, and fantasy of ideas can be distracting and you know what, it doesn’t have to be that way.  
It may not need to be a long term relationship, but often the products and tools you select may require a long term commitment to see results you hope for or the product itself may restrict access to your funds for a time.
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