There’s a lot of options out there when it comes to investing. Many times, retirees are either:
1. Not sure what they’re actually invested in
2. Wondering if the grass is greener with another investment option
It’s easy to be stress-free when the market’s up. But what about now?
In the last year, many people are nervous. This is the money they’ve saved all their lives. Were they planning on a market like this?
As an advisor, the best way I can help retirees alleviate their stress is to show them an Investment Inspection Report.
- Tim Woods, LPL Financial Advisor
I’m Tim Woods – a Chartered Retirement Planning Counselor (CRPC®), and I’ve been working in financial services for over 20 years.
I’ve seen all kinds of markets – and today’s environment has been full of concern for those looking at their retirement accounts.
For my clients, it can really help when I show them my Investment Inspection report.
The Investment Inspection Report is a complimentary report where I’ll analyze your current investments, identify potentially risky choices, and recommend a personalized strategy that aims to achieve your retirement goals.
This is the same work I do for my clients – and it’s helped tremendously, especially today.
In fact, many clients don’t know they’re exposed to unnecessary risks until I analyze their investments.
It’s very possible that you could achieve similar results with much less risk.
This isn’t a sales pitch for a specific annuity or insurance product. It’s the best way I know for how to give retirees confidence when it comes to their investments.
If you’re interested, click below to get your complimentary Investment Inspection Report. Hopefully, this information is the retirement confidence you’ve been looking for.
Tim Woods, CRPC®, is a 21-year veteran in the financial services industry.
Tim’s success as a financial advisor is complimented by his intimate industry knowledge; having served as a Regional Vice President for an Investment firm, supporting financial advisors in multiple states. He conducted comprehensive business building programs, including educational programs on financial markets and other related services.
Tim earned his certification as a Chartered Retirement Planning Counselor from the College of Financial Planning. He also holds Series, 6, 7, 63, and 66 security licenses with LPL Financial.