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Why Work with a Financial Representative?
Why Work with a Financial Representative?
Most people who are approaching retirement have feelings of anxiety. If you want to enter retirement with confidence, a financial professional can help you understand your options. He or she can show you investment vehicles and distribution strategies to achieve your retirement goals.
A financial professional can simplify your options, so you can enjoy a dependable retirement income once your paychecks stop.
How can a financial representative help?
A successful strategy for drawing and/or generating income during retirement requires a comprehensive understanding of your assets. So start by focusing on what you have available for retirement—not on what you don’t. Think about pension plans, 401ks, savings accounts, Social Security income, real estate and other assets.
Then, seek the advice of a financial professional to help leverage your assets to achieve your goals. This person can:
- Help you enjoy a steady, predictable income in retirement.
- Recommend strategies to help protect your savings from the impacts of declining health, death of a spouse, taxes or market volatility.
- Provide advice to help your investments keep up with the rate of inflation.
- Show you ways to minimize tax impacts and pass along assets to your children, grandchildren or a worthy cause.
How to find a financial representative
Start by talking to people you trust—your friends, co-workers and family. Ask if they have a financial professional they would recommend.
When you interview financial representatives, pay attention to your “gut” reaction. Do you feel comfortable with his or her financial expertise? What about the way he or she listens and responds to your dreams and goals for retirement?
Get help today
Retiring with confidence means tackling tough questions before you’re ready to retire. A financial professional can help you weed through the issues, identify your goals and help you create a strategy to help get you there.
It’s never too early or too late to start. Contact a Thrivent Financial representative and enter retirement with confidence.
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