Kelley runs through some common excuses people give for not seeking the help of a financial professional when nearing retirement. She counters these with good reasons why it is critical to work with a financial partner. Some excuses are:
“I’m a DIY (do it yourself) person” Scary!
“I’m already retired” Don’t forget second opinion.
“I get my advice from friends and family”
“I don’t know where to begin” A phone call is a good first step.
You can reach Kelley Slaught by calling 800-810-8060.