Title: What Do Retirement Financial Advisors Do?
1(No Transcript)
2What Do Retirement Financial Advisors Do?
Financial advising is different for everyone, but
saving for retirement is a very different
financial situation than drawing down on
retirement funds already saved or budgeting
social security payments. For those in their
senior years who have transitioned from saving to
budgeting their retirement dollars, it is a good
idea to engage a Certified Senior Advisor.
3Amy Pucci has been with Tull Financial Group for
nine years and is certified by the Society of
Certified Senior Advisors, an organization that
educates and certifies professionals who work
with seniors through educational programs and
credentials.
4Over the years as a retirement financial advisor,
we have found that with proper retirement
planning, there are adventures that can be had
while also saving and investing so that when that
transition time comes, there are funds to draw
upon and memories to reflect upon. True financial
freedom is about creating a life where you can
spend time with the people you love and enjoy
experiences that can be rememberedregardless of
your working status.
5If youre at or past retirement age and youre
ready to feel more confident about your finances,
please give us a call and set up a complimentary
consultation with Amy to discuss your unique and
specific needs.
6Contact us
Tull Financial Group, Inc. Address 640
Independence Parkway Suite 300
Chesapeake, VA 23320-5177 Phone No.
757-436-1122 Toll-Free 888-296-7526 Website
https//www.tullfinancial.com/