Why Hire A Retirement Planner? 

How Soon Is Your Retirement? 

Have you thought about planning for retirement? Whether you’re approaching retirement age soon or you are a dozen years away from retirement, starting retirement planning soon is always a good idea. Retirement planning ensures not only that you know what your retirement goals are but also that you know how you can address those retirement goals. If you live in Waltham, MA and are seeking retirement planning services near you, choose Wealthy Choices®. 

As Your Retirement Planner, I Offer Personalized Retirement Advice 

My name is Dr. Penelope Tzougros. Through Wealthy Choices®, I offer my services as a professional retirement planner and financial advisor in Waltham, MA. As with any type of financial planning, effective retirement planning requires personalized advice. While generalized, cookie-cutter advice for retirement planning may be readily available on the internet, it’s not as useful as you might think. As your retirement planner, I’ll take into account your personal goals, your values, and your financial situation to help you develop a retirement plan that suits your needs. 

Why Should I Hire A Retirement Planner? 

If you’re thinking about retirement planning, you may have wondered if you need the help of a retirement planner. What can a retirement planner do for you? Why do people hire retirement planners?  

There is a wide range of reasons people hire retirement planners such as myself. For example, if you have questions about retirement planning, I can offer answers and insight into retirement planning. Are you wondering what to do after retirement? Are you trying to decide if you should stay in your current home during retirement or if you should move? Do you want to know how you can make sure you outlive your retirement savings? These are all questions I can help you find the answers to. 

Another reason people seek retirement planning services is because the process of planning for retirement can be overwhelming and confusing. Even if you have retirement goals in mind, you may not know how to develop a retirement plan that helps you pursue those goals. You may need help planning out or diversifying your investments. You may need help considering your pension options. Seeking the help of a retirement planner means you’re not trying to accomplish all of these things on your own. 

Retirement Planning Services In Waltham, MA Available Now 

If you’re ready to plan for your future, don’t hesitate to contact Wealthy Choices® for financial advising, retirement planning, estate planning, and more. 

Choose Dr. Penelope Tzougros For Financial Advising And Retirement Planning 

Looking for a financial advisor who understands the emotional side of retirement planning, as well as the financial side? Look no further than Penelope at Wealthy Choices®. With a background in research and personal experience of watching a loved one suffer from dementia, Penelope is uniquely equipped to provide strategies and perspective on money and health issues in retirement. Her commitment to you as a financial planner is to create customized strategies that help you maintain the lifestyle you want so that you can thrive in retirement. To learn more, send her an email to start the conversation or call (781) 577 2311 today.