Financial planning for retirement is essential to ensure a comfortable retirement. Would you go on a trip without planning it? Probably not. If this can help, consider retirement as a big travel project. If this task bothers or bores you, entrust it to a financial planner. They will help you develop a plan based on your needs and financial resources.

What is the role of the financial planner?

Its role is to help you clarify your financial goals for retirement, the education of your children, etc. It offers solutions, savings and disbursement strategies to achieve these objectives taking into account taxes payable, available funds, etc.

He proposes an action plan which he coordinates the implementation. He reviews this plan usually once a year, or according to the changes in your life, financial or not.

Planico Financial Planner



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