When it comes to deciding which financial advisor to work with, consider the advisor’s registration and designations, as they change everything.
When it comes to investing, trust is crucial. You’re not inclined to give someone control of your life savings if they haven’t proven themselves trustworthy.
Financial considerations will change after retirement. Many retirees have to make changes to their budgets because their savings will now have to last for an indefinite period of time.
It’s easy to access information nowadays. If we’re looking to purchase a product, we can shop around for the best price, read reviews on product quality, and make decisions based on mass opinion.
People often approach retirement with a sense of uncertainty. This is understandable – it’s hard to predict exactly what life will look like, especially when you’re living off of a fixed income. We can give some hint to the changes you’ll discover along the way.
Imagine setting up a meeting with your financial advisor to discuss your investment portfolio. Imagine that, in this meeting, your advisor hands you documents outlining someone else’s portfolio.
Generally, people appreciate their independence. Having the freedom to make decisions with minimal limitation is important – that’s why we choose to work as an independent financial planning firm.