Do I Need A Financial Planner?

Handle Money Wisely With a Financial Planner

Financial planning is personal.
That’s why we focus on who you are, what you’re dreaming about, and where you want to go in the future.

Do I need a financial planner? Here are some questions a financial planner can help you answer:

Financial Review with Mullooly Wealth Planning

Why You Need a Financial Planner

The Street, January 2017

As more Americans, especially Baby Boomers, prepare to navigate the complicated course of retirement, they are increasingly turning to professionals for financial and retirement advice.

According to a survey by the CFP Board, in the last five years the use of financial advisors has increased significantly — from 28% in 2010 to 40% in 2015. But still, according to Society of Actuaries, only 48% of pre-retirees and 55% of retirees consult with a financial advisor or planner to help with financial planning or retirement planning.

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