Unfortunately, finding expert advice can be challenging. Wall Street institutions spend millions of dollars to convince you that their brokers can help you navigate retirement successfully. We strongly suggest that you work with an investment consultant that is held to a fiduciary standard of investment advice, as we are. We believe it is important to understand the difference between a fiduciary advisor and a financial planning, cloaked, sales agent who provides advice in hopes of selling you variable annuities, high-cost investment management or other expensive diversions from your pocket to their bonus pools.
Finding an advisor who can provide retirement planning services tailored to your needs and priorities may be the most important financial decision you will ever make. If you are retired or nearing retirement, let me personally invite you to contact Wealth Analytics for a free retirement readiness consultation to discuss your options.