Recently retired couple worked with an Advice-Only advisor to check whether they may have missed anything.
Sarah: Directions For Catching Up
Client Sarah shared her experience in working with an Advice-Only advisor on catching up on her retirement savings.
Dave: Recent Retirees Cut Advisor Fees by $12,000/year
A recently retired couple did a one-time consultation with an Advice-Only advisor and saved $12k/year in advisor fees.
Mike: Young Professional Received Custom Investment Plan
Client Mike is very satisfied with the help he received from an Advice-Only financial advisor.