What are people searching for online when deciding to seek the help of a financial advisor?  Kelley covers some of the top searches and relates them to his specialty of retirement strategies.  Some include what to bring to the first meeting, how are financial advisors compensated, and why is a financial advisor better than a robo-advisor.  She then explains why the age of 65 may be universally thought of as retirement age but that it’s different from person to person and explains why.  Then Kelley moves into how to help ease that transition from accumulation to de-accumulation in retirement.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors