There is a tendency once people retire, and have their lump sum invested or an annuity in place, to think that they don’t need professional financial advice.
Our experience tells us that the opposite is true.
There are many reasons for this. Let’s take a look at some of the big issues with retirement planning that make good advice invaluable:
Don’t go it alone
The word ‘complex’ keeps cropping up, and for good reason. The financial world is neither straightforward nor intuitive. We all dream of what our retirement will look like, but the only way to make that dream a reality is by seeking professional advice. Retirement planning is one of the most financial moves you’ll make in your life. Make sure you’re guided by those with experience and expertise.