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How to Retire Faster and with less anxiety with these investment funds

According to a national Ipsos poll, households with a financial advisor have nearly three times more investable assets than those without. It’s a relationship that can make all the difference in helping you achieve financial wellness.

Selecting the right types of investments to achieve your investment goals is not a simple undertaking. Don't make the mistake of chasing returns as many funds which have 1st quartile ranking fall of the list.

Ultimately, selecting the right investment funds for you involves factors such as; risk tolerance, time horizon, return expectations, cost or investment fees, geo-political issues, type of accounts being uses (Registered Retirement Savings Plan, Tax-Free Savings Account, or Non-Registered (open).

The best way to get started is to have a written financial plan detailing your investment goals, risks, and time horizon. Selecting what type of funds to use falls under the "how-to" area. Think of this like trying to go from Point A to Point B - Do you take a car, a van, a bus, a train, I think you get the idea.
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If you're using investment funds then which type is best for you? Mutual funds vs Segregated funds: This video will answer that question and which one may be more appropriate for you.⁣

⁣If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to schedule your confidential meeting with me.  You can schedule your meeting here: https://meetings.hubspot.com/david-aaron

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