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Research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.
With Financial Advisor
- Journal of Retirement Study (Winter 2020)
- “Planning and Progress”, Northwestern Mutual (April 2020)
- “Why Work With a financial advisor?”, Fidelity (11/1/2021)
The projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the links to see the methodologies employed in the Fidelity and Journal of Retirement studies.
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