Smart Retirement Planning Ottawa - Would you rather have $500,000 or $2,000,000 for your Retirement?

The size of your retirement nest egg can be quadrupled by getting help from a Wealth Management Specialist.

According to IPSOS Reid, people who work with a Financial Advisor have on average 3X greater Net Worth and 4X more investible assets by the time they retire. That’s the difference between say $500k in retirement savings, and over $2 MILLION.

Why is this?

Here are 4 things you get when working with a specialist:

1. Clarity and Direction

By working with a financial advisor, you look at where you are today, and where you want to be once you retirement. Your advisor will help you to build the financial plan to get to where you want to go. Clarity is key to taking action in the direction of your goals! And knowing what actions you need to take every month will help you reach your retirement planning targets.

2. Motivation

Your financial advisor will motivate you stay on track and keep your eye on the prize. Keeping your emotions out of financial decisions is essential to reaching your retirement planning goals, and can be really difficult to do without help. Being able to check in with a professional when you have questions is motivating too!

3. Accountability

To get where you want to go, you have to take action. Your financial advisor will help make sure you take the steps you need to, and asking you to provide reasoning when you fall off track. Building your plan is just the first step. You need to do the things in the plan for it to work – and accountability is an excellent reason to work with a specialist.

4. Expert Advice

You will get far greater results when you work with a professional advisor, statistically speaking, than you will on your own. Having a professional support you through debt repayment or building your empire helps you use proven strategies and tactics to get where you want to go.

So which would you prefer - $500K or $2 Million?

If you are not working with a Wealth Management Specialist or a Financial Advisor, ask yourself if you are comfortable being behind in your retirement planning. I offer a 50-minute video call for us to get to know each other. During our call, we discuss your goals, and I share with you how we can help. It is a great way to get to know if we are a great fit to helping you crush your debt.