Communicating Financial Advisor Value...

Got A Plan? A Study on Advisor Value from the Lens of Retirement Planning

Many investors struggle with whether or not to hire a financial advisor to help them meet their goals. It can be challenging to consistently show the value you bring to your clients as you help them navigate and plan for their retirement future. This report collected data from investors with and without advisors to determine how the guidance of a professional impacts their retirement readiness.

When it comes to retirement, what investors don't know Will hurt them:

• Do you have a Plan?
• How much do I have saved?
• How much will I need?
• How much can I expect?