Advisor Selection

Advisor Selection
Retire On Track LLC.

What Factors Affect Your Financial Advisor Selection? 

When you make a financial advisor selection, you are making an extremely important decision. Your financial advisor selection can determine whether or not you have the retirement income that you need once you are no longer bringing in a steady paycheck from a nine to five job. Your financial advisor selection can determine which savings and investment strategies you choose; and, therefore, your financial advisor selection can determine whether or not you save and invest in the ways that will help you to achieve your goals. 

Of course, your financial advisor selection does not need to be based on the recommendations of your family or friends. Your financial advisor selection should not be determined by your employer or be based on who administers your companies retirement fund. 

Instead, your financial advisor selection should be based on your financial planning needs. Your financial advisor selection should be centered around finding someone who understands your financial goals. Your financial advisor selection should be determined based upon which advisors are willing to really listen to your ideas for your retirement plan. 

But in order to make a financial advisor selection based on the advisor's willingness to listen to your ideas for your retirement savings and investment strategy, you need to have ideas. But not just any ideas: you need to have savings and investment strategy ideas that are based on a knowledge of what will and what will not help you to achieve your retirement goals. 

And, in order to be sure that you have that knowledge, you need to understand your retirement goals as well as your savings and investment accounts. One thing that you can do to help you to understand your accounts is to download the free retirement calculator that is available by clicking the red button at the bottom of this page. 

With Bob's free retirement calculator, you will be able to enter information about the savings and investment accounts that you currently have. You will be able to see how the stocks, bonds and mutual funds that you have invested in have performed over time. You will also be able to see projections for how those same stocks, bonds and mutual funds are expected for perform over the next twenty-five years. 

The projections that you see will take into consideration changing interest rates. In addition, they will show you how the savings and investments that you have made in your retirement will be affected by rising inflation values. But even more valuable than the projections themselves is the ability to see how changes that you make to your savings and investment strategies will affect them. 

When you are able to analyze your current retirement savings and investments and see how changes that you could make will affect your future, you will be better able to make a financial advisor selection. You will be able to better understand the advice that you are getting. You will be better able to know whether the financial advisor that you are choosing will help you to reach your financial goals. 

Your financial advisor selection process is a personal one, however when you access Bob's free retirement calculator, you will be contacted for a free consultation with a retirement counselor. You will be able to ask this financial advisor the questions that you have, and you will be able to work with him or her to create the right savings and investment plan for you. 

And, if you continue to work with this financial advisor, you will still be able to maintain control over your savings and investment strategies. You will be able to look at the way changes that you make will affect your savings and to know that your financial advisor selection did not make your financial security dependent on someone else's idea of your future. With Bob's free retirement calculator, you will be able to make sure that all of your financial decisions will bring you closer to reaching your retirement goals.

See for yourself the benefits of understanding your savings and investments and make your financial advisor selection process a bit easier. Click the blue button for your free retirement calculator
 

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