When is the Time Right for a Pre-Retiree to Ask for Advice?

| March 13, 2013
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If you have to ask the question above, you are probably ready for professional advice.

There are many benefits to using the services provided by a financial professional if you are in a pre-retirement situation. A financial professional can help you analyze your current financial health by assessing your current retirement plans and retirement goals.

A financial professional can discuss your short and long term goals and help set realistic milestones to achieve them. They will address the weaknesses in your finances and find ways to build on your strengths.

After developing a comprehensive pre-retirement approach, they will help put this into action and monitor its progress to ensure you stay on track to meet your goals. Your financial planner will help to maintain your plan through the stages in your life and your personal circumstances while analyzing monetary products, markets and tax laws.

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