How to find a trustworthy and efficient Retirement Financial Advisor? - PowerPoint PPT Presentation

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How to find a trustworthy and efficient Retirement Financial Advisor?

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The basic purpose before retirement is just to save as much as you can, and we can help you achieve your savings goals with careful financial planning, and strategic investment management. Tull Financial Group is a fee-only advisory firm, and a proud member of NAPFA (National Association of Personal Financial Advisors). We have a fiduciary duty to all clients and act solely in the best interest of our clients at all times. Contact us to learn more about Retirement Financial services which fits your needs. – PowerPoint PPT presentation

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Title: How to find a trustworthy and efficient Retirement Financial Advisor?


1
www.tullfinancial.com
Phone No. 757-436-1122
2
Planning For Retirement
  • Planning for retirement earlier is better.
    However, it is never too late to start. But never
    starting to plan for retirement will be too late.
  • To plan for your retirement, finding a
    trustworthy retirement financial advisor is
    inevitable.

3
Criteria For Choosing An Efficient Retirement
Planning Advisor
  • Following are the factors to keep in mind while
    choosing a Retirement Financial Advisor
  • Are they Fiduciary?
  • A Fiduciary is the one who keeps the clients
    interest ahead of their own.
  • Always choose a Fiduciary because they are a
    fee-only advisor and offers the best advice in
    your interest.

4
2. What type of clients they have been servicing?
  • The portfolio of the Retirement Financial Advisor
    speaks everything about his/her work.
  • The work portfolio should go a long way in
    boosting a prospective clients faith.

5
3. What is the cost of their services?
  • A good financial advisor will assess the
    post-retirement income, identify different
    investment schemes, look into the health
    insurance needs and much more.
  • The cost they will charge matters a lot while
    choosing a retirement financial advisor.

6
4. What is the average amount of investments they
handle?
  • The minimum to the maximum amount of investment
    handled by the advisor should be considered while
    you plan your retirement.

7
5. Who to choose as your retirement financial
advisor?
  • Tull Financial Group will be your Retirement
    Financial Advisor in Chesapeake, VA.
  • We understand the importance of our clients
    financial planning because the clients interest
    must always come first.

8
Address- 640 Independence Parkway Suite 300
Chesapeake, VA 23320 Phone No.
757-436-1122 Toll-Free 888-296-7526 Fax
757-436-1803 Website https//www.tullfinancial.co
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