Advisor Says You Cannot Retire?

Advisor says you cannot retire?

Do you currently work with a financial advisor?

What do you do when your financial advisor says you cannot retire?

Just keep working?

Have they told you to NOT RETIRE but just keep on working?

Learn the key questions your Financial Advisor should be asking you before they provide a retirement answer for you.

Key retirement elements

These are the topics, questions, and documents your financial advisor needs to be asking you to provide.

Otherwise, you may not be working with a financial advisor who understands how to retire their Clients.

They may just manage money, they don’t understand retirement planning.

Watch the video to learn the key elements.

Thank You

Thank you for watching and I hope you have a blessed day!

– Kaleb Paddock, CFP®

Watch the Video Below

You can watch the video below or click here to watch on my YouTube Channel.

Learn More

You can learn more about Ten Talents and Kaleb, a financial planner based in Parker, Colorado, here. Kaleb can be reached at (720) 710-0939 or kaleb@tentalentsfp.com.

Hi, I’m Kaleb. I’m the Founder of Ten Talents. I’m blessed to be regularly featured in CNBC, MONEY, and Business Insider personal finance articles. I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional based in Parker, Colorado and I’m a fiduciary and fee-only advisor.

Put simply, this means that I don’t sell you financial products, I act in your best interest at all times, and my pricing is clear and easy to understand.

My Client are Eyeing Retirement Decisions

My clients are eyeing retirement decisions, often work at technology companies, or have experienced a sudden money event (inheritance, home sale, business sale, stock IPO, gift).

I love bringing confidence and clarity to your financial situation and I’m passionate about helping you take control of your financial future.

You can learn more about me and Ten Talents by visiting my website: www.tentalentsfp.com.