Eighty-seven percent who work with an advisor are confident in their plan. And 86 percent of respondents who work with an advisor are more likely to understand their plan, according to the survey.
For those respondents without an advisor, 44 percent are happy and confident in their retirement income plan and 48 percent understand their plan.
“The findings confirm that the most essential emotions surrounding retirement income planning—happiness with, confidence in, as well understanding one’s plan—are all increased substantially when you work with a financial advisor,” said Michael Doshier, vice president of Retirement Marketing for Franklin Templeton Investments.
Source: Financial Advisor Magazine
The information contained in this article does not constitute a recommendation, solicitation, or offer by D2 Capital Management, LLC or its affiliates to buy or sell any securities, futures, options or other financial instruments or provide any investment advice or service. D2, its clients, and its employees may or may not own any of the securities (or their derivatives) mentioned in this article.
The Jacksonville Business Journal
has ranked D2 Capital Management in the top 25 of Certified Financial
Planners in Jacksonville. The Firm is also a member of the Financial Planning Association of Northeast Florida.
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