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It’s important to think about retirement planning, and it’s a good idea to work with a financial advisor to go over retirement plans. A retirement planner understands the unique goals that a person who is retiring has. Much like a financial advisor for small businesses, retirement planners have a specific skill set that other financial advisors might not have. Retirement planners have some differences then typical financial advisors. They might have an hourly fee or a flat fee. They also have skills with social security benefits and retirement account withdrawals. A retirement consultant is going to give you a leg up on making retirement plans because no one wants to struggle with understanding information at such an important part of your life. 

A Retirement Planner Gives Advice

Retirement planners can provide advice with social security, pensions information, long-term care insurance, and how much money should be in guaranteed investments. They can help with any questions you have, like what accounts to get withdrawals from each year, and what specific amounts can help minimize retirement taxes you will have to pay. They can help you navigate difficult conversations, like if you should pay off your mortgage before or after you retire, or is a reverse mortgage what’s best for you? They can help you decide if you should keep your life insurance policies or not. Should you leave money in a company plan or is it a better idea to roll it over into an IRA account? A retirement planner will not give you advice until they understand your full retirement situation and what you want to do. They’ll want to know your tolerance for big investment risks, your guaranteed income, your current liabilities, assets, and current and future sources of income, and your experience with your investments. 

At Jacobi Wealth Advisors, We Want to Help You

At Jacobi Wealth Advisors, we want to help retirees make the best plan for their future. Most of our advisors have years of experience. If you were a small business owner and previously worked with a financial advisor for a small business, working with a retirement planner is a similar process. We have a five-step process, where we start with discovering your financial needs and goals. We then analyze your current financial situation or if any issues need to be acknowledged and addressed. Next, we create a customized plan and strategies that will work with your unique needs with actionable actions that create accountability. Lastly, our service. We have a deep understanding of what your needs are, and we are committed to quick responses to your questions and proactive monitoring of your retirement plan. We want to create a retirement plan that is going to be able to serve you throughout your lifespan and if not, we’ll update it to make sure it always aligns with your needs. If you’re looking for a small business financial advisor near me, we’re proud to be serving residents in Coatesville who are interested in learning more about retirement consulting and retirement plans.

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