Questions To Consider Before Talking To A Financial Consultant

Planning for retirement is a critical part of ensuring you have the ability to live the life you want to lead once you are no longer working. Financial consultants and advisors such as Matt Dixon are trained to assist people at all stages of life in planning for their retirement.

Book an Appointment

Before booking an appointment with Matt Dixon at his Greenville, SC, office, it is a good idea to think through questions in advance. If you are married, talking to your spouse about his or her goals and dreams for the future is another essential conversation to have before you arrive at the appointment.

Most people are now familiar with the idea that Social Security will not provide the money needed for a comfortable retirement. Working with Matt Dixon allows individuals and couples to maximize their retirement savings, reduce the amount they pay in taxes, and develop an effective plan to enable them to retire when they want with the cash they need in the bank.

Discuss and Consider

To prepare for your first meeting, consider the following questions:

  • At what age do you want to retire?
  • Do you or your spouse have any current health issues to consider?
  • Are there any dependents relying on your income?
  • What are your goals for your retirement?
  • What are your current assets and liabilities?
  • How are you currently adding to your retirement plan?

In addition, be sure to make a list of any questions you want to ask. Working with a local Greenville, SC, financial consultant makes it easy to get the answer you need to make the right choices.

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