Tag: Robison

Pre-Retiree Considerations

There’s no doubt recent market volatility has been especially worrisome for pre-retirees. The majority of calls we’ve received in the past month have been from those nearing retirement, with concerns about their retirement accounts. Workers who are within 5-10 years of retirement have specific concerns, and may need to consider specific actions, to keep moving toward their goals.

If you are nearing retirement, click on the link below! In just 5 minutes, SRP Managing Director Jim Robison, AIF® discusses 4 key considerations for Pre-retirees.

 

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Global Retirement Partners, an SEC Registered Investment Advisor. Global Retirement Partners and Strategic Retirement Partners (SRP) are separate entities from LPL Financial. Global Retirement Partners, Strategic Retirement Partners and LPL Financial are not affiliated with NFIB.

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners; or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Strategic Retirement Partners (SRP), they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services.

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.