Building your retirement home is not only about the home. It is about building a new lifestyle, often in a new community. Your first priorities may be finding the closest grocery store, pharmacy, and other daily shopping. Then there is the search for medical care providers, a worship center, and volunteer opportunities. Let’s not forget the time you will be investing in new friendships as you get to know others in the area. This is an incredible time in your life when you are free to pursue your agenda – every day – as little or as much as you want. It’s easy to become wrapped up in your new carefree lifestyle.
However, as you begin to feel settled you may start to question the professional relationships you left behind. Will your former group of advisors be able to serve you well from afar? Maybe it is easier to work with a local CPA, insurance professional, or wealth management team?
Finding the right team of professionals to advise you requires your due iligence researching all the options. Asking local friends or family for a referral is a good start, however, remember that each professional will specialize in certain services and communicate with their customers differently. Do you prefer to work with a large institution predominantly over the phone or email or is face-toface more in line with your new “small town” lifestyle? Does each professionals’ experience align with your current financial situation and future goals?
Do you trust the professional, their team, reputation, and resources? Take your time interviewing and selecting your advisors. Remember, it took years for you to accumulate your wealth and earn your retirement. You deserve the best team to help you enjoy every moment! For more information, contact Coastal States Wealth Management of RAYMOND JAMES.