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Workplace Retirement Plan, Financial Advisor, or Both? Money Not Math 131
Workplace Retirement Plan, Financial Advisor, or Both? Money Not Math 131
Do you believe Financial Advisors have a larger role to play in your retirement planning?
“We saw that a remarkable 90% of employees are interested in the support of a financial advisor to guide them through their savings options. The report also found that an overwhelming majority of employees surveyed rank employer-sponsored retirement programs and employer matching as high priority,” said Schumm.
“Our clients aren’t necessarily looking for more retirement savings options, but they do want to make sure they are allocating their retirement savings in the most tax-efficient manner possible for today and the long term,” said George Jameson, a financial planner with Blackbridge Financial in Columbia, S.C.
“Of the employers surveyed, 34% of them came to offer a retirement plan because of an advisor or accountant’s recommendation, and 47% of them said they believed advisors add the most value when educating employees about 401(k)s and investment decisions.”
Article Referenced: https://www.wealthmanagement.com/retirement-news/survey-financial-advisors-have-larger-role-play-clients-retirement-planning
Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.
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By Drew Erickson
5
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Workplace Retirement Plan, Financial Advisor, or Both? Money Not Math 131
Do you believe Financial Advisors have a larger role to play in your retirement planning?
“We saw that a remarkable 90% of employees are interested in the support of a financial advisor to guide them through their savings options. The report also found that an overwhelming majority of employees surveyed rank employer-sponsored retirement programs and employer matching as high priority,” said Schumm.
“Our clients aren’t necessarily looking for more retirement savings options, but they do want to make sure they are allocating their retirement savings in the most tax-efficient manner possible for today and the long term,” said George Jameson, a financial planner with Blackbridge Financial in Columbia, S.C.
“Of the employers surveyed, 34% of them came to offer a retirement plan because of an advisor or accountant’s recommendation, and 47% of them said they believed advisors add the most value when educating employees about 401(k)s and investment decisions.”
Article Referenced: https://www.wealthmanagement.com/retirement-news/survey-financial-advisors-have-larger-role-play-clients-retirement-planning
Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.