Kelley runs through some common excuses people give for not seeking the help of a financial professional when nearing retirement.  She counters these with good reasons why it is critical to work with a financial partner.  Some excuses are:

“I’m a DIY (do it yourself) person” Scary!

“I’m already retired” Don’t forget second opinion.

“I get my advice from friends and family” 

“I don’t know where to begin” A phone call is a good first step.

You can reach Kelley Slaught by calling 800-810-8060.

California Wealth Advisors

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