Is Your Current Financial Advisor The Right Fit To Plan Your Retirement

Charleston's Retirement Coach

English - October 24, 2023 08:00 - 13 minutes - 12.3 MB - ★★★★★ - 3 ratings
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Many investors who’ve worked with financial professionals have longstanding relationships with their advisors, who’ve served them well during their working years. However, as they approach retirement, they might begin to question if they're still getting the service they need for this next phase of life.

In this episode, financial advisor and retirement planner, Brandon Bowen discusses how, just as your needs in doctors change, the type of financial advisor you need may also be different.

Even if you are fond of your current advisor, it is important to get a second opinion on your plan to understand what options you might have for creating income streams, filing for social security, and tax and legacy planning.

Connect with Brandon and his team at BowenWealth.com for a second opinion on your savings and investments.

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