Why Affluent Retirees Like Working With Financial Advisors

Retired-couple-travelIn a recent survey, affluent retirees identified several benefits of working with a financial advisor.

70% say they gain “an improved knowledge of investing.”

70% say investment advisors provide them with a “wider range of investment opportunities.”

60%  say they value the “peace of mind” that results from working with an advisor.

60% say they benefit from improved investment returns.

Results from the latest monthly survey of Spectrem Group’s Millionaire Corner.

Spectrem Group is a consulting and research firm specializing in the wealth management and retirement markets.

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

No comments yet.

Leave a Reply