Skip to content
Retirement Investors Series

On the Road to Success

Achieving Retirement Goals With Financial Professionals and Formal Written Plans

Exploring formal written plans for asset management and financial or investment-related decisions can help create a solid foundation for investors navigating the retirement journey.

couple-smiling-within-circle-250px.pngThroughout the retirement journey, investors aspire to live their desired lifestyle postretirement. Financial professionals (FPs) and formal written plans (FWPs) can make crucial contributions to this achievement.

Wealthier or older investors often work with FPs and maintain FWPs, increasing confidence in their retirement plans. Non-retired and younger investors can benefit from FPs and FWPs to advance toward their retirement goals.

0130-2024_Non Retired Workers_Left Column_png.png 0130-2024_Retirees_Right Column_png.png

Retirement Goals Can Be Achieved With Planning and Preparation

Financial professionals and the firms they work for should find ways to promote the use of FWPs, particularly to younger or less-wealthy clients who would likely benefit most from these plans. Exploring formal written plans for asset management and financial or investment-related decisions can help create a solid foundation for investors navigating the retirement journey.

 

Download this Infographic

Want more? Subscribe to updates about the Retirement Investors Series

Related Resources

This survey focused on individuals who are most likely to be considered part of the market for products and services for individual retirement products and services, workers and retirees, age 40–85, with household investable assets of $100,000 or more.

Footnotes

1 Such as determining what their income will be in retirement, estimating how many years their assets and investments will last in retirement, or developing
a specific plan or strategy for generating income from their retirement savings.
2 Suggesting most investors will not be willing or able to develop a comprehensive plan on their own.

Did you accomplish the goal of your visit to our site?

Yes No

© 2024, LL Global, Inc. Unauthorized use, reproduction, or reprinting of this material (or any portion thereof) for any purpose without express written permission from LL Global (LIMRA and LOMA) is strictly prohibited, including, without limitation, use with any current or future form of an Artificial Intelligence tool or engine.