Why use an advisor?
Investors with an advisor accumulate more assets than those who do not have an advisor.*
An advisor can show you how. Let us introduce you today.
Top retirement planning concerns
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What do investors want? What can an advisor do for you?
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of pre-retirees don’t know how to plan their retirement
Financial planning requires expertise and time but most people have little. An advisor can help with retirement planning.
of pre-retirees don’t save for retirement on a regular basis
People with an advisor for 15 years or more increased their household assets by 290% compared to households without an advisor
An advisor can help you develop better savings habits and accumulate more assets
5 in 10 pre-retirees have significant debt yet have no plan to be debt-free when they retire, making for a stressful retirement
An advisor can help you develop a strategy to decrease debt and increase savings
Only 13% of pre-retirees have a written, formal plan to ensure a comfortable retirement
87% of pre-retirees have no plan or just a ballpark estimate
An advisor has the expertise to help you build a plan to achieve your long-term goals. They can help you set realistic planning targets and stick to your plan.
6 in 10 pre-retirees want guaranteed income for life—it’s the #1 feature they want in a financial product—but they don’t know how to get it.
An advisor has access to different brands and products and can recommend products with guaranteed income for life
1 in 4 pre-retirees do not believe they will have a financially comfortable retirement and 2 in 4 expect lower standards of living in retirement than what they have today
3 out of 4 retirees with advisors are confident that their savings and income will last their lifetime
Sources: LIMRA Secure Retirement Institute Ready, Set, Retire? Not So Fast! … Revisited. 2014. IFIC The Gamma Factor and the Value of Financial Advice. 2016. LIMRA The Use of Advisors Pre-and Post-Retirement in Canada. 2016.
Ready to get started?
You don’t have to go it alone. We can put you in touch with an advisor who will help you create your plan and stay on track. Here’s the simple and quick process to help you connect with an advisor in your area: