Planning on the Road Ahead Towards Retirement
Planning for the road ahead and looking forward to retirement is a major process that requires experts in various financial arenas. Watch this video till the end, and pay attention to the third point, as it’s my favorite, and you probably didn’t know it was possible. Hello and welcome to our channel and website. My name is Dave Duley, the lead advisor here at Georgia Advisor Group, a full-service financial firm. We offer fee-based investment management, income and wealth creation, individual and business tax services, as well as insurance and estate planning.
When choosing a firm to help plan for retirement, there are three major points to consider. First and foremost, experience should be at the top of your list. Just like when I travel by air and get on an airplane, I subconsciously look to my left, seeking experienced pilots. At Georgia Advisory Group, we have been serving this community for over 40 years, and our three primary principles alone have over 120 years of combined experience. We have seen every family and business situation under the sun, and we’ve navigated through various market conditions, including downturns, upturns, and turbulent times. Experience matters.
The second major consideration is a holistic approach. Having a team consisting of a CPA, investment advisor, money manager, insurance agent, estate planner, income expert, and Medicare and Long-Term Care specialists is crucial for a successful retirement. At our firm, all these experts are available in one location. Imagine not only talking to your financial advisor but also being able to discuss your situation with the person managing your investments, the CPA who ensures tax efficiency, and the insurance expert who aligns your coverage with your financial plan. Having a comprehensive team ensures all aspects of your retirement are considered and maximized.
Finally, protection is the third important point. While we are a growth-focused firm, we prioritize conservative strategies. We emphasize the importance of protecting your assets because, besides your health and family, your finances are your biggest asset. Yet, many people do not insure their portfolios and hope that their advisor can outperform the market consistently. We specialize in using options to protect and generate income, but explaining the details would require a separate video. It amazes me that not every advisor incorporates these strategies, but the answer is simple—it takes work. We are experts in this area and are committed to putting in the necessary effort to safeguard your hard-earned wealth.
In conclusion, when planning for retirement, choose a firm with experience, a holistic approach, and a focus on protection. Take the time to explore our website, where you’ll find a video library with more helpful content and questions to ask. If you enjoyed this video, please subscribe to our channel or sign up for our newsletter to receive weekly content. Alternatively, you can call us and get started today.