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228 Don’t Make Me Say I Told You So

The Value of Professional Advice

Whether the financial professional is a financial advisor, certified
public accountant (CPA), or banker, there are services they can

provide that you may not be qualified or informed enough to
do. There may also just be tasks that you simply don’t want to

do. Here are some of those services:

► Construction of a detailed financial profile and plan

► Evaluation of lump-sum distribution options for a

retirement plan when leaving a job

► Retirement income planning

► Risk/reward analysis of current or potential holdings

► Investment recommendations

► Providing reassurance in times of uncertainty

► Adjusting your strategy should your needs change

► Regular monitoring of your investments

► Estate planning

► Insurance planning

► Tax record keeping

► Advice on cutting taxes

Chapter 5: Things That Can Wreck Your Retirement