Is it Time For a Second Opinion?

Consider how many times in life you’ve found it worth your while to get a second opinion on something. Maybe you hired a trainer at the gym to help maximize your workouts or asked a contractor friend a few questions before starting your next home renovation. If you get diagnosed with a serious condition, your family may be referred to another medical specialist for a second opinion or further assistance.

So when it comes to something as important as your financial security in retirement, doesn’t it make sense to ask a professional for some guidance? Even if you’ve taken a do-it-yourself approach to investment management up until now, you only get one shot at retirement—and you shouldn’t spend it sweating the small stuff.

Or maybe you’ve worked with advisors in the past, but it feels like you’ve outgrown them as clients. Now, it’s time to get a fresh perspective on how to prepare for and move forward into retirement.

3 Key Areas of Focus

As you get closer to and transition into retirement, what specific pieces of your financial puzzle should you consider getting a second opinion on? 

We recommend focusing on:

1. Your retirement plan: The more you prepare today, the smoother your retirement will be tomorrow. 
2. Your retirement income plan: It’s important to develop an income plan that keeps up with inflation while reflecting your unique goals and desires.
3. Managing your portfolio: Your portfolio should fit your needs and meet your risk tolerance while helping you propel closer toward your long-term goals.

The Benefits of a Second Opinion

One of the most immediate benefits of getting a second opinion is that you can stop worrying about whether you’re on the right track and doing the right thing. You can sleep better at night knowing you’re making decisions now that will help ensure your money lasts your entire lifetime.

In addition, speaking with a financial professional can provide you with some other notable benefits, including:

• Protecting your assets from principal losses
• Minimizing investment-related fees
• Understanding what, exactly, you’re doing with your money
• Growing your assets without taking too much risk

Could a fresh perspective on your financial picture benefit you? We invite you to connect with one of our team members to learn more about our services and how they can align with your goals. Click here to download the guide and learn more about Measured Wealth today!