There are a lot of online resources, courses, blogs, books, and even memberships that individuals in Greenville, SC, may see online that claim to offer the answer to retirement planning. Many of these programs look reasonable and seem to offer relevant and timely advice for retirement planning.
It can be tempting to invest a few dollars in these programs and assume they are the same as speaking to an expert. However, talking to Matt Dixon, a Registered Financial Consultant, offers a completely different experience. For many people, those cookie-cutter or one-size-fits-all types of retirement planning tools end up costing them money and missing out on opportunities to maximize their retirement fund.
Important Considerations
Online retirement calculators, programs, and do-it-yourself plans only deal with specific types of information. On the other hand, the personalized approach with annual meetings with Matt Dixon allows your plan to be modified and adjusted to address changes in your current income, financial status, and even in your employment and retirement plans.
Other factors that cookie-cutter plans do not consider are the overall healthcare issues as people age. Knowing if you have a current medical condition or if there is a history of health issues in the family allows Matt Dixon to make recommendations for insurance coverage or savings options to provide protection in the event of medical bills or other medical coverage requirements.
While many online retirement programs do offer the basics, they treat everyone as if they were the same. Recognizing you are unique in your retirement goals makes it easy to see why in-person retirement planning is the best option in Greenville, SC.