Ben Mohr Financial Advisors California

When it comes to retirement planning, it’s important you choose the right advisor for you. There are many financial advisors in California and even more retirement advisors in California - but choosing one that will guide you through and answer your questions is extremely important. Financial services are going to be the key to assisting you with your goals.

While both the retirement advisor and the financial advisor do similar things, it’s important to note their financial services are very different. Think of it like one’s a cardiologist and the other a family practitioner, and while both play very important roles and they are in the same field, they are vastly different.

Financial planning and financial advisors help you assess the financial needs and focus on investments such as stocks, bonds, tax laws, and insurance decisions while planning for both short-term and long-term goals.

Ben Mohr financial advisors take a look at your overall goal and the health of your current investments. If you do not have any investments - Ben Mohr and his team will look at investments that benefit you overall and more specifically your goals.

short-term goals - example] schooling

long-term goals - retirement, and make sure you are set up for success

Retirement planners - or retirement advisors in California, play a very important role as they know the day to day ins and outs of retirement laws as well as rules and regulations.

Ben Mohr retirement advisors have in-depth knowledge around:

• Social security

• Pension distribution

• Retirement withdrawal

• Tax reduction strategies

• Long term investment opportunities

• Inflation

• Long term healthcare pros & cons

• Annuities

• Reverse mortgages

• Budgeting

• Roth IRAs, Traditional IRAs, and 401ks

Mistakes are common when an individual takes on tasks in regards to retirement. Having an expert guide you through the process and patch any potential holes is important. Laying out a roadmap for your success and financial independence is the main goal. Can you set up your own financial road-map? (link to 3. blog) It’s not out of the question! Many people do it, but having a certified specialist guide you through the process and maximize your potential earnings are why financial services exist.

Whether you’re looking at short-term goals or long-term goals, Ben Mohr financial is your expert team in both. Setting you up for success, answering your questions, making sure you understand and feel comfortable with securing your financial future are what’s most important.