For many of you, the word “retirement” probably seems far off and foreign, if not downright scary. As company pensions have disappeared in recent years, the gauntlet of saving for retirement has fallen solely on the individual employees. That means we are hearing more and more people answer the simple question of how long they plan to keep working with, “I’m going to work forever – or until I can’t.”
You’ve probably heard us say when we call you for your regular client meetings that we want to see you and your spouse together. This isn’t just to make scheduling more difficult – we know how busy everyone is, especially in the summer months! – it’s because we want to build relationships with you and your spouse as a couple for many reasons.
So you’re finally ready to take the plunge and retire, but first you need to hire a financial advisor to help you navigate this process. Choosing someone to manage your money is an important task that can be daunting. Wondering where to start? These five questions will help you determine if a potential advisor is right for you.
*Representatives are licensed to offer insurance and annuity products in AL, AR, CO, FL, GA, IN, KY, MA, MD, MI, MO, MS, NC, NH, OH, PA, SC, TN, TX, WV, VA, and WA and are licensed to offer investment products in AL, AR, AZ, CA, CO, CT, FL, GA, IL, IN, KY, MA, MD, MI, MN, MO, MS, NC, NH, NM, NV, NY, OH, PA, SC, TN, TX, UT, WA, Washington DC and WV. This website and its content are not intended for residents of other states. Securities offered through: The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242. 513.794.6794 Investment Advisory Services offered through The O.N. Investment Management Company. Estate Planning Services provided in conjunction with your licensed legal advisor.