Скачать или смотреть Retirement Transition Tips | Have A Network Of Trusted Professionals

Does your advisor have access to a strong network of trusted professionals to help with your plan? In addition to being a problem solver, your advisor should be the coordinator for a team of professionals that could include accountants and estate attorneys. While these other professionals will be subject matter experts in their areas, your advisor should take personal accountability for assembling the right team that successfully addresses all of your financial needs.

You’ve spent years building a solid financial foundation, and I believe you deserve to work with an advisor who has the experience to transition you through every phase of retirement.

Are you receiving the guidance you need right now for your retirement transition planning? If not, I’m happy to speak with you and make an initial assessment of your current situation.

Call 770-353-6356 and book your Assessment Appointment today.

For more information on Gary Alpert & Associates, visit www.garyalpertandassociates.com

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through IFG Advisory, a registered investment advisor. IFG Advisory and Gary Alpert & Associates are separate entities from LPL Financial. 1-854460