Retirement Planning - Couple Cooking Together in Home Kitchen

Do you want a free second opinion on your Retirement Plan? 

At the end of the year, our clients are dreaming about their retirement plan, and the good news is they don’t have to worry if they are on track to retire because they have been having ongoing conversations throughout the year with their advisor to reassess goals and make sure they are on track to reach their retirement dreams. Having a regular rhythm of meeting with someone who can give you confidence and peace of mind concerning your retirement can be life-changing.

If you have a growing portfolio of $300,000 or more, we offer a FREE second opinion on your retirement plan!  Click to schedule below. 

(On the call, our consultant will take you through a 10-question assessment, and then you will have a follow-up call or meeting with one of our CFP® professional advisors!)

Did you know that those who hire a financial advisor to manage their retirement plans typically do 3% better than those that don’t? This is seen in the chart below and is based on a study by Vanguard Advisor Alpha. Check out our blog on “Do I really need a financial advisor?”

*Image from Bankrate and based on data According to a study completed by Vanguard- showing source of the 3% claim

Retirement planning can be stressful as you don’t even know what you need to know. You might feel overwhelmed and anxious as to whether you are even on track to retire.

  • Do you have a date, or end in mind when it comes to your retirement?
  • Do you have a financial goal you are trying to achieve before you can retire?
  • Do you have an advisor, but want someone else to assure you that your current retirement plan is invested correctly and will be there for you when you need it?
  • What if an advisor could look at your retirement plan and tell you that you could retire now, or at least sooner than you think?

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” – Robert Kiyosaki

Goodwin Investment Advisory is offering for a limited time a free second opinion on your retirement plan which includes an assessment and a conversation with one of our CFP® professional wealth management advisors.

If you want your second opinion, then the first step is to do an intro call with our consultant, Tara Bruce. Click the button below. It is a 20-minute call, and from there our consultant will schedule you with one of our advisors to give you your retirement assessment. You have nothing to lose! But you might be able to gain more freedom and retire now! Even if you walk away with more peace of mind and confidence in your current plan, it will be worth it!

The guidance and ideas shared above are based on our current understanding, and should NOT be considered as tax or legal advice. You will need to consult with your tax advisor and attorney to get detailed information pertaining to your specific situation.
By Published On: January 2nd, 2024

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About the Author: Tara Bruce

Tara Bruce
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