When you go to someone for financial advice, how do you know that you are dealing with a competent, trustworthy professional? These are questions that every retiree should ask, particularly in view of what is at stake... your future.
Make sure that you are dealing with an investment advisor, first of all, not just a broker or insurance agent pretending to offer financial advice.
What is more, make sure that you work with a professional who specializes in the unique needs of retirees. The skills required to help you during the income phase are vastly different from those needed during your earlier accumulation phase. Just as you would not continue going to a pediatrician once you grew into adulthood, you should not work with an advisor who does not understand how to safely maximize an income that will last your lifetime, while preserving your assets from the ruinous effects of market volatility.
Neal Angel, Investment Advisory Representative, MBA
Investment advisory services offered through AngelRoyce Wealth Advisors, LLC, (Greenville, SC 864-234-8244), a SEC Registered Advisory firm. AngelRoyce Wealth Advisors, LLC and its advisors do not render tax, legal or accounting advice.
Neal specializes in advising baby-boomers, both retired & approaching retirement, with strategies for preserving their retirement savings, increasing their retirement income & leaving a financial legacy for their family & community.
Mr. Angel has advised thousands of families in Upstate South Carolina as a speaker on current retirement issues, as well as a guest columnist for Prime Years, a Spartanburg weekly publication for upper income households. He speaks regularly at Upstate universities, including the Furman OLLI program where he serves as an instructor; churches & civic groups on strategies for maximizing income while preserving financial assets in retirement.
Neal & his family have lived in the Upstate of South Carolina since 1993. Together with his wife, they have three children aged 24, 22 & 17. When not working, they enjoy horseback riding, hiking, kayaking & camping in the mountains.
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