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Beacon Financial Planning can help you avoid the risk of outliving your assets in retirement. Compassion, Collaboration, Trust & Integrity are at the core of Beacon’s business model with a focus on exceptional client service.
Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. Research suggests people who work with a financial advisor feel more at ease about their finances and could end up with about 15% more money to spend in retirement.
A recent Vanguard study* found that, on average, a $500K investment would grow to over $3.4 million under the care of an advisor over 25 years, whereas the expected value from self-management would be $1.69 million, or 50% less. In other words, an advisor-managed portfolio would average 8% annualized growth over a 25-year period, compared to 5% from a self-managed portfolio.
*Source: Vanguard Whitepaper “Putting a Value on Your Value, Quantifying Vanguard Advisor’s Alpha”.