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Swapping Advisors: Why Retirees Often Seek New Counsel

When we are meeting with prospective clients, one of the questions we ask them is: what led you to your search for a new advisor? The answer that we most often get is that their current advisor no longer meets their needs. What we are told is that the advisor helped them to get to this point during the accumulation phase, but what they need now is someone that specializes in working with clients that are age 50 and over. This group is mainly focused on retirement income. They need to work with an experienced advisor that specializes in working with retirees and understands their unique needs.

It is one thing to help clients save over several decades for their future retirement needs and completely another to manage assets for clients throughout a typical retirement. This period cannot afford to be derailed by market corrections.

That’s why we developed the Retirement Income Confidence Program. The last thing you want to worry about in retirement is exactly what most retirees worry about most: running out of money/income during retirement. That’s where we can help. In fact, it’s our specialty.

Here are some of the advantages to working with a retirement specialist:

  • They are up-to-date with current legislation
  • They have a specialized approach to portfolio construction and management
  • They understand the changes and challenges that retirees face

For more information, contact our team at Halton Wealth Management Investments today.

Ready to take control of your financial future? 

From your first consultation, expect personalized financial services and continuous support to help you achieve your goals with us.  

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