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Did you know that people who work with a financial professional fare better in retirement than those who don’t?
Recent surveys and studies indicate:

  • People who work with a financial professional have a median retirement asset value of $78,000
  • People who don’t work with a financial professional have a median retirement asset value of $28,000
  • 40% of people who do not work with a financial professional say they will need to work in retirement.
  • Only 29% of people who do work with a financial professional say they will need to work in retirement.

In addition, the study also found that half of all women who work with a financial professional generally feel more empowered and financially secure. These women also tend to feel more optimistic about their financial futures and are more apt to teach their children about money.

Why do you need a financial professional?

Do any of these statements resonate with you?

  • I’m confused about conflicting financial guidance
  • I’m anticipating a life change that will affect my finances
  • I’m hoping for a better financial performance from my investments, yet I’m afraid the financial risks
  • I’m unprepared to leave behind my legacy

If one or more of the above statements apply to your situation, you may benefit from the services of a financial professional.
So, why aren’t you working with a financial professional?

Among the most common reasons people don’t work with a financial professional are:

* I’ve never considered it
* I don’t have enough money
* I don’t trust them
* I’m embarrassed about my financial situation
* I don’t know enough about finances

Do any of these responses sound familiar? As you can see, you are not alone when it comes to the reasons why you may not be working with a financial professional.
Find out if working with a financial professional is for you.

There is no time like the present to work towards a better financial future. Working with a financial professional now can help you build a better financial future.

email: Rick Curtis

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