Circumstances change throughout your life, and as they do – your retirement plan may need to be updated to address those changes. Even if you established a plan years ago, it may no longer be focused on your current goals or your new financial situation.
To map out a solid plan for retirement income, you should talk with a Certified Financial Planner® (CFP®).
Did you know … ?
Unlike a Doctor or Lawyer, there are really no established educational requirements to call yourself a Financial Professional. While you must pass the FINRA (Financial Industry Regulatory Authority) Series 65 Uniform Investment Advisor Law Examination in order to collect a fee as a Financial Advisor, no real life experience or even a Bachelor’s degree in Finance is necessary.
The CFP® designation is a very highly regarded credential in the financial services industry. It indicates extensive study in the field of financial planning. In order to display the designation, one must focus on and carefully study the comprehensive financial planning process, as well as how to analyze individual situations, establish specific financial goals, and formulate (and oversee) a specific plan to work toward achieving those goals.
I am proud to hold the CFP® designation, and would be happy to use my knowledge and experience to review your retirement plan with you.
Remember when the “average” person could expect to live to 72? Today, many of us may live much, much longer. It is vital to have a long-range plan for retirement income, and to review that plan annually to look for areas of improvement. Please call me at 866-594-9919 or send me an e-mail. I look forward to speaking with you.