4 Signs That You May Need A Financial Advisor In Retirement

Families typically reach out to financial advisors when they experience a major financial milestone. This often coincides with significant life events, including changing jobs, selling a business, receiving an inheritance, and changing family dynamics. It may also be relevant upon reaching retirement. However, many people, especially those who spent most of their career handling their own finances, aren’t sure if they actually need a financial advisor. They may struggle with the decision to outsource certain money decisions to a professional.

In my experience, there are four main reasons why someone should decide to hire a financial advisor. Hopefully this framework will help families in their decision-making process as they contemplate whether to hire a financial professional to help.