Navigating the financial waters can be tricky, but your financial professional can help. Use this three-step guide to help you prepare for a productive meeting.
To create a realistic plan, think about what your biggest financial goals are. It may also help to prioritize those goals and to decide which ones you’re willing to compromise on. Here are some examples:
To get the most out of your meeting (whether it’s your first meeting or an annual review), come prepared with questions that your financial professional can help you answer. Here are some to consider:
This is also a good time to review your beneficiary information.
If not, your financial professional may suggest a number of strategies to help build up your assets prior to or during retirement, such as delaying retirement until you’re at full retirement age or working part-time in retirement.
Ask your financial professional if you should adjust your investment mix in either of these categories:
Your financial professional won’t be able to get into specifics without an accurate picture of your situation. Save time by bringing this information to your meeting:
Remember, you don’t have to go it alone. Your financial professional is a valuable resource who can help you create a financial strategy that meets your needs and goals.
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