We have established a new program to help you locate Pre-Screened Financial Professionals in your area who can provide you with the advice and guidance you need...and deserve! This network of professionals includes Financial Advisors, CPAs, and Estate Planning Attorneys.
Each screened local Financial Professional is chosen because they have met the following qualifications:
Use the form to below to locate a Pre-Screened Financial Professional near you for advice or help.
- Willing to offer you a COMPLIMENTARY phone call or personal visit
- Contractually obligated to ensure your complete privacy
- Only ONE Financial Advisor can contact you per local area
- Trained in working with job seekers and their financial matters
Needless to say, the year 2008 dramatically changed the financial
and retirement plans of many retirees.
HERE ARE THE FACTS:
- * 81% of clients said they were going to leave their advisors (Financial Planning Magazine, January 2009)
- * 75% of people ages 50+ say they believe the Financial Advisor who got them TO Retirement is not the person who is most capable of getting them THROUGH retirement
- * 89% of people ages 50+ say they plan to consolidate their assets with a COMPREHENSIVE Financial Advisor...either before...or after retirement (*Fidelity, 2006)