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Longevity Risk Financial Planning 2.0 - It's Time to Get Real
Start asking your financial planner better questions, because chances are, they aren't offering up the information you really need.
The financial industry has been talking about Longevity Risk for a few years, and so you might think they've got you covered. I'm sorry to report that longevity risk is more of a marketing term than anything of substance when it comes to financial planners.
Always on the lookout for planners who genuinely care about their clients' long-term future and understand all that is involved, I was delighted to discover Eliot Weissberg, CFP®, a Branch Manager with Raymond James Financial Services and President of The Investors Center. Eliot raises up important questions that you can and should be getting answers to.
Eliot can be reached at 860-677-8808 / 70 E Main St. Ste 5, Avon CT, 06001. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Investors Center is not a registered broker/dealer and is independent of Raymond James Financial Services.
Any opinions are those of Eliot Weissberg and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy
selected, including diversification and asset allocation. This is a hypothetical story and not indicative of any specific situations or client. It is presented only as an example and not intended as investment advice. Investing involved risk and there is no assurance that any investment strategy will be successful.
https://whealthspan.com
Whealthspan is where curiosity meets healthspan and longevity. If this episode sparked a question or a shift in thinking, let us know — and share it with someone who’s ready for more certain wealth, health, and lifespan.
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By Scott FultonStart asking your financial planner better questions, because chances are, they aren't offering up the information you really need.
The financial industry has been talking about Longevity Risk for a few years, and so you might think they've got you covered. I'm sorry to report that longevity risk is more of a marketing term than anything of substance when it comes to financial planners.
Always on the lookout for planners who genuinely care about their clients' long-term future and understand all that is involved, I was delighted to discover Eliot Weissberg, CFP®, a Branch Manager with Raymond James Financial Services and President of The Investors Center. Eliot raises up important questions that you can and should be getting answers to.
Eliot can be reached at 860-677-8808 / 70 E Main St. Ste 5, Avon CT, 06001. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. The Investors Center is not a registered broker/dealer and is independent of Raymond James Financial Services.
Any opinions are those of Eliot Weissberg and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions, or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy
selected, including diversification and asset allocation. This is a hypothetical story and not indicative of any specific situations or client. It is presented only as an example and not intended as investment advice. Investing involved risk and there is no assurance that any investment strategy will be successful.
https://whealthspan.com
Whealthspan is where curiosity meets healthspan and longevity. If this episode sparked a question or a shift in thinking, let us know — and share it with someone who’s ready for more certain wealth, health, and lifespan.