Frequently Asked Questions
Our founder, [advisor name], believes that managing your money wisely means being knowledgeable about all the options available to you. That’s why [firm name] places a heavy emphasis on financial education.
As part of our financial education efforts, we thought it would be helpful to list the answers to some frequently asked questions. One of the questions we’re frequently asked is:
Why should I hire an Income Specialist from [firm name] to be my financial advisor?
Since our inception, [firm name] has been on a mission to help clients create a path to financial peace of mind. Built upon a solid foundation of excellent client service and in-depth market knowledge, our ultimate goal is to help clients retire with confidence— knowing they’ll have the income required to enjoy the activities that fill their lives with purpose.
The financial advisors at [firm name] are uniquely qualified to help clients invest in income-generating securities designed to better preserve their savings — so they can use them as a renewable source of income they can count on in retirement.
Here are the answers to a few more questions we are frequently asked:
A fiduciary is someone who is legally obligated to always look out for your best interests. Examples of fiduciaries include doctors, lawyers, and some financial advisors.
An Income Specialist is a financial advisor who is uniquely qualified to help clients reduce their exposure to market risk, so they can better preserve their savings and use it as a renewable source of income in retirement.
It's a manner of investing that is focused on income-generating investments designed to help preserve your savings, so you can use it as a source of ongoing interest and dividend payments you can count on.
Although the right time will vary from case to case, it generally makes sense to begin reducing your exposure to growth-based strategies about 10-15 years ahead of retirement. By doing so, you can better protect your savings and use them as a source of ongoing income for retirement.
When it comes to planning and saving for retirement, there is no one amount that will be right for everyone. The right amount will vary and will depend on things like your age, life expectancy, and the lifestyle you want to enjoy in retirement. What's most important is that you utilize an investment strategy that’s appropriate for your current stage in life and your level of risk tolerance.
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