Collaborate from the Comfort of Your Couch

Technological advances have made virtual communications between professionals and their clients the growing trend. Financial planning is no different.

While this trend is not new, the past year has made virtual financial planning a necessity. The transition hasn’t always been an easy one, but there are some very positive aspects that come with serving clients virtually.

Convenience: Life gets busy. It’s hard enough meeting all of our daily obligations while finding time to make an appointment to meet with a financial advisor at a physical location. This means it often gets shuffled to the bottom of the to-do list. Being able to meet virtual with a financial planner from the comfort of your couch, during flexible hours, makes it much more convenient for everyone.

Progress: Meeting in person can be more difficult and time consuming, meaning meetings may not happen that often. Meeting remotely can mean shorter, more frequent check-ins. This allows important tasks to get done and not fall through the cracks.

Education on your schedule: Here at Your Retirement Advisor we believe in educating clients. This allows you to be involved in the retirement planning process and increases client confidence. We offer complimentary virtual classes on a regular basis that are designed to educate, inform and make you a partner in your retirement planning process.

Through our online model, you will find the same personal service and collaborative approach we are known for. Add to this an increased level of confidence you will develop, not only in your knowledge, but in your retirement plan. You deserve to feel like a partner in developing a retirement plan you can have the ultimate confidence in.

We offer our retirement education, advice and support nationally via Zoom, phone and email. For those that are within driving distance of our three locations in Leominster, Worcester and Acton, you have no more worries about not being able to make a meeting due to bad weather. It’s easy and you can even wear your pajamas!