Who Is A Retirement Advisor?
retirement advisor
A is an expert whose services center on helping customers save and prepare for their future retirement.
Some areas they concentrate on include asset management in your retirement accounts, retirement income planning, insurance, and tax management.
Retirement advisors can have multiple financial designations. These different tags represent the training and expertise an advisor has, as well as the kinds of services they offer.
Retirement advisors can work independently, or work for an advisory firm or bank. One is not necessarily better than the other. The type of retirement advisor you select depends on the help you need and the type of relationship you are looking for.