Turning to a professional in Asheville, NC, to help you with retirement planning is a very wise choice. However, as with any type of professional service, it is essential to take the time and review professionals, understand what they bring to the table, and ensure they are a good match for your needs.
Talking to friends, colleagues, and relatives who have used a financial planner for retirement planning is a good idea. In the Asheville, NC, area, a name that will come up over and over again is Matt Dixon.
When choosing a Registered Financial Consultant, considering their experience, areas of expertise, and the reviews of the financial planner by current clients are always the go-to considerations. Some professionals like Matt Dixon have also published books and speak on the radio, providing a clear insight into their strategies for building retirement funds.
In addition to these typical issues, be sure to pay attention to the following issues as well:
- Emphasis on Ethics – professionals that focus on ethical investment strategies are those that care for their clients. A Registered Financial Consultant is bound by professional ethical standards to protect the investments of the clients, providing short and long-term peace of mind.
- More than retirement – working with a professional that provides retirement strategies that grow your wealth and provide for your future in more than the basic options is always a benefit.
- Works with your goals – many people want more than just a comfortable retirement. Matt Dixon works with clients to ensure they can leave a lasting impact for their family and causes they care about through IRA legacy planning.
Spend time and review Registered Financial Consultants, and then schedule an appointment with the best professional for the job.
