Question: What are the benefits of having a Financial Advisor assist you with your retirement goals?
Answer: A financial advisor can help you understand how your current decisions will affect the options and choices available during your retirement and prepare you to accomplish the things you want to do during your retirement.
If you do not have an answer to all four of the following questions, then we recommend that you look into doing a Financial Plan with a Financial Advisor.
In our opinion, each of these questions is a bigger factor concerning when you will be able to retire than investment returns. Planning for your retirement and focusing on the things you can control will have a greater impact on how you think and act concerning your retirement. For those that want to quantify the benefits they receive verses the cost of doing financial planning, the answer is different for each plan. Others are more concerned about the services that Financial Planning provides and the line items below cover non quantified services.
Please read about the Financial Planning Services we provide and our process. Many people decide to do their own financial planning but fail to account for several factors that influence the process. Using an experienced financial advisor with customized financial software can help avoid the following issues. Using simple projection software fails to address these same issues.