Identifying Your Risk Profile In Retirement

Описание: To be really comfortable with the solution you develop with your Certified Financial Educator, you need to make sure that everyone knows what you do and don’t feel comfortable with from an investment perspective. To make sure you ARE comfortable, your Certified Financial Educator needs to know what you like and don’t like about different tax structures, how much control you want your financial affairs, what investments you do and don’t like and how the past has treated you financially (i.e. have you had good or bad experiences with investing or service providers).

By understanding this information, your Certified Financial Educator can make decisions that benefit you and that you are comfortable with. At the same time, they can avoid making recommendations that you won’t like.

By understanding your financial objectives, your Certified Financial Educator will be able to prepare educational material that complements what you already know, so that you can fully understand the solutions that will be developed by you and your Certified Financial Educator.

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