FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
The comprehensive financial review helps to align the purpose of your retirement strategy. Think of it as a spring cleaning, out with the old outdated strategy and in with a new strategy that can help organize and support your legal, financial, and income planning goals to better prepare you for retirement.
With your previous financial strategy, you may have been advised to grow your assets in a way that did not show direct results. At Wright Choice Financial Group our process is much different. We believe in finding financial solutions that can drive you towards your goals. The comprehensive financial review will address a variety of areas such as tax strategies, money management, asset protection, insurance planning, and/or legal documentation. Through these strategies, we work with you to establish a plan and set clearly defined, measurable goals.
While retirement strategizing is complex, the comprehensive financial review helps you explore and understand various strategies that can address retirement concerns. Most of all, we want to encourage and support you as you plan for retirement and prepare for the next stage of your life.