Retirement Planning & Investment Advice
You’re smart enough to figure this out yourself. But maybe you’d rather spend your time doing other things. Get clarity today! Virtual meetings available in most states.
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You’re smart enough to figure this out yourself. But maybe you’d rather spend your time doing other things. Get clarity today! Virtual meetings available in most states.
You are not required to transfer funds or invest a minimum amount. If you’d rather manage your own investments, you can just get help with retirement projections or get a second opinion on your current strategy. You have options—like a flat fee, one-time projects, and more.
No commissions for selling financial products.
Required to act in your best interests.
Choose a compensation model that works for you.
Planning is crucial, whether retirement (however you define “retirement”) is just around the corner or many years away. The sooner you begin the process, the better off you are. Learn more about the most important pieces of your retirement finances.
You probably have more to lose than when you were 25. So, are you taking the right amount of risk? It’s tricky to balance the need for growth—so you can reduce the odds of running out of money or losing purchasing power as prices rise—against a desire for security.
There are also logistical issues. For instance, are you using products with hidden fees and features that work against you? And are you taking advantage of all the opportunities to manage your taxes and get the most out of your employer’s retirement plan?
You’ve got a dizzying set of options, and it’s hard to know who to trust. Plus, the compensation model your financial advisor uses is critical. Some people charge commissions, meaning they only get paid when you buy the particular products they sell. Others, like fee-only financial planners, have fewer conflicts of interest and can focus on giving you the advice you need.
See my list of questions to ask a financial advisor to see what’s most important and for tips on how to evaluate an advisor.
next steps
Take the next step by learning more about your options and finding out if we’re a good fit. Review pricing ahead of time so you know what to expect, and let’s talk about your needs and your questions.