Meet Samuel
The most common mistake I see is wealthy retirees waiting until the last 12 months before retirement to start planning. Tax Planning, Asset Allocation, and Estate Planning are all time-sensitive. And the longer you wait, the more options fall off the table.
Finding the best Advisor for retirement is a hiring process. If you're seriously thinking about hiring one, you should interview several (2 or 3 is good). Ultimately, the best Advisor is someone you can put your full faith and trust in to manage your life savings for the next 30–40 years.
Select a time that works for you. The call is 30 minutes and takes place over video conference. If you cannot find a time that works for you, please email hello@voyage-wm.com.
As you're interviewing Advisors, knowing the right questions to ask can help you find the best fit.
Most Advisors are prepared to answer the common questions posted on the internet. The questions in this guide will help you skip the industry jargon and understand what each is really about.
