Who should hire a financial planner?

Handing over the keys to your investment portfolio and financial life comes with a bit of uncertainty, much like purchasing a new home or choosing a university. Before you make the commitment to a planner, it’s important to ask yourself if hiring a financial planner is right for you. Here are a few indicators that you are an ideal client for financial advising and retirement planning!

You want to maximize your investment portfolio. You know you’ve invested well, and have several sources of income to provide for retirement: Social Security, pensions, 401K, Roth IRA, or rental income. Your portfolio is widespread, but you’re just not sure it’s complete, or what your retirement income will be. A financial planner can help you create a comprehensive and detailed blueprint to move your retirement accounts into their full potential, helping to provide confidence in your retirement future.

You’ve experienced a recent life change.  Life can move in the most unexpected directions: death, divorce, job changes, inheriting wealth, or moving. Any of these changes can seriously affect your retirement income and insurance needs. A financial planner can help you navigate these changes successfully by reviewing your accounts alongside you, giving you the ease of mind that comes from knowing you’ve planned appropriately.

You’re ready for a more concrete plan for retirement. In your 30’s, 40’s and even 50’s, retirement seems a long way off. You’re busy raising a family, building a career, and pursuing other financial goals like paying off your home or putting your children through college. You continue saving and planning for retirement, but at some point you realize that next stage on your doorstep, and you want a strong guide to carry you through the next few decades of life. Financial planners help you create successful strategies for your retirement income and needs. You’ll leave having a clearer picture of your income and benefits level after retirement.

There are many types of clients that seek out financial planners for the right reasons: nearly and newly retired, those experiencing life changes, or those needing a clearer look at what retirement could be. Let our skilled planners at Freedom Financial help you find confidence through comprehensive wealth management and lifetime income planning.

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