Ep. 25 – The #1 “Value Add” a Comprehensive Financial Planner Provides for Retirees

I hope you enjoy this one! I am not going to give it away in the description but here are the most common responses I hear from people (until they listen to this episode of course): – Tax planning – Peace of mind – Investment management – Income distribution planning – Estate planning All good answers, but all of them are wrong! Here are a few links I referenced during this episode, check them out below:

WSJ Article – Retirement Regrets 

Investment News – Why people are reluctant to hire an advisor 

Vanguard’s Advice Alpha 

Episode 21 – Purpose in Retirement


Kevin Lao

I am the founder of Imagine Financial Security. We are a Flat Fee, Fiduciary Financial Advisor based in Jacksonville, FL. We specialize in retirement planning for blended families, tax optimization and investment management. We can work with you locally in Jacksonville or St Augustine, as well as virtually anywhere in the United States.