Local financial professional offers retirement planning assistance
If you’re considering retirement, it can be beneficial to meet with a financial adviser to guide you through the planning process. An adviser can help you plan at any stage in your career, but many people aren’t sure what to ask when they meet.
I’m a financial adviser with Modern Woodmen of America. I’ve proudly helped people in the East Bay community find financial freedom, reach investment goals, and retire on their own terms. Whatever your financial goals, I want to be an advocate to you achieve them through financial planning and professional advice.
Below, I outline some questions to ask when you meet with a financial adviser – and explain why you should ask them.
When can I realistically retire?
There’s nothing wrong with asking the most obvious question right off the bat. Many of my clients think retirement is a distant event. But with the right financial decisions and investments, that day may come sooner than you’d think.
Your adviser will ask a few questions to determine your goals, assess your current financial status, and provide an estimate of when it may be feasible for you to retire.
Where should I invest?
If you have savings, ask how to maximize your returns. To accelerate your path to retirement, an adviser can analyze your current assets and explain investment strategies based on your individual level of risk and goals.
Do I have enough savings to retire?
This is a common question among people with long careers as they approach retirement age. For many, it’s the most important question. Working with an adviser can help you assess whether your current savings are sufficient to support the lifestyle you seek in retirement.
How much should I save monthly?
Younger investors have a leg up on those who start planning later in life. Ask how much you should save and where to allocate your savings to potentially increase your returns and bring your retirement goals within reach.
For personalized answers to these questions and others you might have, call me today. We’ll schedule an appointment to start navigating your personal path toward retirement. To learn more about the services I offer, visit my website.
* Securities and advisory services offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC.
Oakland, CA - Retirement planning questions to ask a financial representative
SYNOPSIS: A local financial adviser discusses common retirement questions from clients and what makes sense to ask.
Be prepared for a planning meeting with these FAQs
BY: Herman Yang, Modern Woodmen of America
Local financial professional offers retirement planning assistance
If you’re considering retirement, it can be beneficial to meet with a financial adviser to guide you through the planning process. An adviser can help you plan at any stage in your career, but many people aren’t sure what to ask when they meet.
I’m a financial adviser with Modern Woodmen of America. I’ve proudly helped people in the East Bay community find financial freedom, reach investment goals, and retire on their own terms. Whatever your financial goals, I want to be an advocate to you achieve them through financial planning and professional advice.
Below, I outline some questions to ask when you meet with a financial adviser – and explain why you should ask them.
When can I realistically retire?
There’s nothing wrong with asking the most obvious question right off the bat. Many of my clients think retirement is a distant event. But with the right financial decisions and investments, that day may come sooner than you’d think.
Your adviser will ask a few questions to determine your goals, assess your current financial status, and provide an estimate of when it may be feasible for you to retire.
Where should I invest?
If you have savings, ask how to maximize your returns. To accelerate your path to retirement, an adviser can analyze your current assets and explain investment strategies based on your individual level of risk and goals.
Do I have enough savings to retire?
This is a common question among people with long careers as they approach retirement age. For many, it’s the most important question. Working with an adviser can help you assess whether your current savings are sufficient to support the lifestyle you seek in retirement.
How much should I save monthly?
Younger investors have a leg up on those who start planning later in life. Ask how much you should save and where to allocate your savings to potentially increase your returns and bring your retirement goals within reach.
For personalized answers to these questions and others you might have, call me today. We’ll schedule an appointment to start navigating your personal path toward retirement. To learn more about the services I offer, visit my website.
* Securities and advisory services offered through MWA Financial Services, Inc., a wholly owned subsidiary of Modern Woodmen of America. Member: FINRA, SIPC.
