When is a good time to find a financial advisor?
ost people truly don’t know how to judge when a good time is to find a financial advisor, and more importantly one who shares the same values. I am apprehensive that some of you may read my articles and wonder if I can help and if you share many similarities with families that I help everyday. Our clients’ greatest concern is running out of money in retirement. Whether they are retired or planning to retire, most of our clients are also concerned about the direction of the market and generating sufficient income in retirement. About half of them are retired and the other half will retire within the next 10 years. We help children and grandchildren of our clients because our commitment is not just to our clients, but their family members as well. We are always taking new clients. The following true/false quiz can help you understand if we are suited to work together. Please take time to answer it, as we are always happy to serve new families who want what we do.
• My Financial professional has fully evaluated my life insurance, annuity, and Long Term Care needs, particularly after a major life event — like marriage, April R. Roberts, J.D. kids, divorce, retirement, etc. True/False • My financial professional has fully disclosed all of the fees I am paying for my investments and his/her advice. True/False • I fully understand all of my investments and the level of risk that they have. True/False • The last time that I sat down with my financial professional at our last meeting and went over my investment and retirement income strategy to make sure
everything was still on track, I was satisfied with my family’s situation. True/False • I have never experienced a level of decline in the value of my retirement savings that was unacceptable to me. True/False • I am fully confident that my financial professional has taken all means necessary to help protect my assets from future potential market losses. True/False • I have a financial advisor who is helping me create a written retirement income plan. True/False If you’ve answered false to even one of these statements, please call to set a time to come in for a complimentary discovery meeting. Have a good cup of coffee with us and get a second opinion on your financial situation and retirement plan. Believe me, no matter what the outcome, you’ll be glad you did!
At Roberts Wealth Management, we realize that you have worked hard for your money. We will work just as hard to help you protect and grow it. Call now for a complimentary 3-Step Review 1650 Highway 6, Suite 250 Sugar Land, TX 77478 (281) 277-0645 www.robertswealth.com DISCLOSURES Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Global Financial Private Capital.
Fort Bend / Katy Business Journal H January 2017
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