It is not uncommon for people to see a financial planner or advisor once and talk about a strategic plan for building their retirement fund. Then, they walk out of the meeting and use the strategies, sometimes for a few months and sometimes for years.
However, unless you are routinely meeting with your Seneca, SC, retirement planning consultant, it is very likely you are missing out on opportunities to diversify your portfolio, add to your tax savings, and choose the right types of investments to provide the results you need.
Matthew Dixon works with people of all ages and income levels throughout Seneca, SC. These meetings start with an understanding of retirement goals, even if retirement may be decades in the future. In understanding your goals, Matthew Dixon, an experienced Registered Financial Consultant, can create a customized plan to help you have the nest egg you need to enjoy your retirement.
Reviewing the Plan
Reviewing the retirement plan annually is a simple way to ensure you are staying on track. It is also important to assess the performance of your portfolio and to make adjustments as changes in your future or changes in your income levels occur throughout life.
It is not uncommon for people to be overwhelmed with how to invest, and manage self-directed IRAs and other types of retirement plans. Working with Matthew Dixon as your financial consultant offers a direct way to get information to help you to choose the best methods to meet your retirement goals.
