The Evidence is Compelling that Financial Planning Can Have a Dramatic Influence on Your Financial Future

A 2013 study by Morningstar found that individuals who worked with a financial planner generated 1.82% higher annual investment returns and had 29% higher retirement income than those who did not.

A 2011 study by HSBC found that individuals who used a financial planner accumulated nearly 250% more in retirement assets than individuals who did not use a financial planner.

A 2013 study by the Society of Actuaries found that most individuals consider financial planning on a short-term horizon (such as cash flow management), yet more than 40% of retirees experience negative cash flow - a situation they may have avoided by engaging in long term financial planning.

Financial Planning Can Give You Peace of Mind

In a 2014 IRI Survey of Baby Boomers, individuals who were working with a financial planner were more than twice as likely to express confidence in their retirement plan as compared to individuals not working with a planner.

Feeling confident about the future is important. After all, financial planning isn't about hording wealth. It's about improving the quality of our lives. If your life could be improved by feeling more confident about your financial future, please contact me.

The information posted to this website is for education purposes and is not intended to be investment advice. 

Registration as an Investment Advisory in the Commonwealth of Virginia does not imply an endorsement by Virginia, nor does it mean the Commonwealth of Virginia certifies or verifies my knowledge, skills, or experience as an investment advisor. 

PIM Financial Partners provides financial planning and investment advice to residents of Virginia. Residents of other jurisdictions are considered on a case basis depending on the laws governing investment advisors where they live.

 

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