Those in McKinney investing for retirement know that it can be tricky and confusing. With so many investment options, it is sometimes difficult to know exactly who to trust and how to invest. With Roger Whitney, investing retirement money in McKinney TX has never been easier or more productive.
Roger Whitney — known far and wide as The Retirement Answer Man — uses an evidenced-based approach to investment when considering each individual client’s McKinney retirement plan options.
Roger works to globally diversify each portfolio, with the long-term returns of capital markets as his goal. By selecting each investment carefully and deliberately, managing the costs and taxes, keeping his rebalancing process disciplined and detailed, and expertly managing risk, Roger’s work in McKinney investing retirement money is consistently diligent and pays off every time.
With so many retirement plan options in McKinney TX, you might worry about picking the right one. There are many reasons why Roger Whitney is able to offer clients trustworthy plans. For starters, he:
- Is a Certified Financial Planner (CFP), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA) and an Accredited Investment Fiduciary (AIF)
- Has 27 years of experience
- Has taught classes in wealth management and CFP certification at Texas Christian University and the University of Texas in Arlington, respectively.
Are you in McKinney and investing for retirement?
Quite simply, Roger Whitney knows the ins and outs of investing for retirement in McKinney TX. Roger keeps management fees low to minimize cost for clients, too.
Investing retirement money in McKinney TX is not about being “good with numbers.” It’s about knowing how to let the market work for you. That is why Roger Whitney does not chase past performance; looking forward is what retirement and investment both are all about.
Managing risk and targeting the ideal risk level is a key factor for those in McKinney investing for retirement, too. If you are looking to invest smart, minimize risk, and diversify intelligently, Roger Whitney — The Retirement Answer Man — is the financial planner for you.