Discover Your Options

Discover Your Options

Reasons to ignore retirement planning:

·         You don’t think you have enough money to retire

·         You have an advisor and believe that they have your retirement handled

·         You don’t recognize the value of a good second opinion

Planning for retirement may seem scary to some. You may choose to give the power to someone else so they can handle your investments and plan your retirement income; but it doesn’t mean they always have your best interest at heart.

Running out of money in retirement is the number one fear among those who are actively planning their retirement. They put their faith in an advisor who will do what is best for their future, make the right decisions and keep them informed.  Some will come to find that their trusted advisor is not all they seem.

GET A SECOND OPINION

You wouldn’t hesitate to get a second opinion about your health, why hesitate when it comes to your finances?

We offer a simple, no obligation, 15-minute discovery phone call to better understand what you are needing from an advisor and to learn more about what you are looking to accomplish with your retirement.

Ask yourself the following:

·         How often does my advisor reach out to me?

·         How long does it take to get a hold of my advisor; One call? One voicemail? One week?

·         How conservative is my advisor?

·         Am I a priority?

Are you happy with your answers? Do you KNOW the answer? If so, great! If not, book a call. Let us give you the answers.

We help those 50+ with $250k+ in investable assets maximize their retirement nest egg.

No sales, no obligation, no wasted time. 15 minutes to assess your situation. That’s all it takes.


Retirement Wealth Strategies is an independent business from Cambridge an independent Broker/Dealer.  Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors Inc., a Registered Investment Advisor Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC


About the Author

Bob Hanna

Bob Hanna

Bob feels strongly that you only retire once leaving no room for mistakes. He is dedicated to building and more importantly preserving investors assets. Bob is a Financial Advisor with Cambridge, an independent broker-dealer, honored to be among the most respected firms in the industry.

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Contact

  • Phone:
    614.471.1888
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Retirement Wealth Strategies is an independent business from Cambridge. Investment Advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of Florida, Georgia, Kentucky, Michigan, Minnesota, Nevada, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, South Carolina, Tennessee, West Virginia, and Wisconsin. No offers may be made or accepted from any resident outside the specific state(s) referenced. Powered by AdvisorFlex

 

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