Selecting a Financial Advisor Who Will Help You To Reach Your Goals Does Not Have to Be a Difficult Task
Retire On Track LLC.
Have you taken the time to identify your retirement goals? Even before you begin the process of selecting an advisor to help you plan for the financial security of your retirement, you need to know what your goals are.
Regardless of what your retirement goals are - whether you hope to travel, volunteer, move into an active adult community or just to relax and spend time with your family - selecting an advisor to provide the financial services that will help you to reach them is a process. Selecting an advisor means finding the services that will help you to achieve your goals. Selecting an advisor means that you will have retirement services that are provided by someone who will listen to your concerns and who will answer your questions.
But selecting an advisor also means that you need to know how to ask the right questions. And, in order to ask the right questions, you need a tool that will allow you to better understand your retirement savings and investments and how those accounts will perform over time.
One tool that you can use to learn more about your retirement accounts is the free retirement calculator that you can download with a click of the red button at the bottom of this page. With the retirement calculator, you will be able to enter information about your Individual Retirement Accounts, your annuity accounts or your 401Ks or other accounts that you use to save for your retirement. Similarly, you will be able to enter information about stocks, bonds and mutual funds that you have invested in.
Once you have entered information about your accounts, you will be able better understand the ways in which your accounts have performed in the past. You will be able to look at and evaluate projections for the ways that those savings and investment accounts will perform up to twenty five years into the future to see whether or not your savings and investments will allow you to reach your retirement goals.
If it does not appear that they will, even before you take the next step in selecting an advisor to help with your retirement planning, you will be able to use the calculator to look at how other investments would perform; you will be able to see how investing in a different mutual fund or in different stocks would affect your retirement income. Whether these investment opportunities come at the suggestions of family members, friends or even from financial advisors, it is important to look into them before moving your money.
During the process of selecting an advisor, you should feel encouraged to not only ask questions but also to determine for yourself whether or not an investment is in your best interest. Because you are in the process of selecting an advisor, when you download the free retirement calculator by clicking the red button at the bottom of this page, you will also receive a free consultation with a retirement counselor.
Rather than having to go out and interview potential advisors, you will be the one who is contacted. You will have the opportunity to ask the questions that you have and to get the answers that you need - answers that you will be able to verify with the retirement calculator so that you are sure that you are selecting an advisor who will help you to achieve your goals.
When you work with the right financial advisor, it will be easy to achieve the goals that you have. Get the tools that you need for selecting an advisor to help with your retirement planning; click the red button to download the free retirement calculator and see for yourself how easy selecting an advisor can be.