TEASE AFTER SOUND EFFECT

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.

California Wealth Advisors

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.
<a href="https://californiawealthadvisors.com">California Wealth Advisors</a>

Kelley's Bull Market News brings you the latest retirement news and planning tips from leading expert Kelley Slaught of California Wealth Advisors. Tune in as we explore the world of maximizing social security, minimizing taxation and fees and making sure your dollars are working for you and not your broker.

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