You no longer have to search endlessly for the Carrollton best financial advisors. Roger Whitney has been guiding folks through retirement financial planning in Carrollton TX for over 27 years.
He has created the Agile Retirement Management process that sees your life and financials as things that change constantly — the way retirement planning should be. The ARM process allows for rapid problem solving, identifying risks and opportunities and making incremental changes.
Important things to know about retirement financial planning in Carrollton TX
Most financial consultants in Carrollton TX may tell you that all you need to consider for successful retirement is savings and investments. But you cannot boil down your life into only those two things because your life — and financials — change constantly, and you need a retirement plan that can keep up with those changes
Some of the so-called Carrollton best financial advisors develop financial planning processes for retirement that are often outdated or too complex to follow. No wonder some people choose not to seek advice from Carrollton financial consultants. Here are a few things you need to know to start you on the path toward successful retirement:
- You do not need to stay in your boring, life-sucking corporate job just because you fear retiring
- Try and make realistic plans for your future
- Look for investment opportunities
- Have multiple sources of income to secure your future
- Use your unique skills and interests to develop ideas for making money and read about real retirement success stories
- Have someone help you manage your assets
As you make these decisions, you will need a financial planner who can be frank with you when you make mistakes. The best financial advisors in Carrollton TX are committed to providing you with sound strategies that that make you money when you implement them.
Roger Whitney is among the leaders in Carrollton financial planning, not just because of his qualifications, but also his experience and track record.
Some people know him as The Retirement Answer Man — others know him as one of the Carrollton best financial advisors. You can tap into his expertise by contacting him at 817-336-6300.