Zachary Morris CFP®, Managing Partner & Founder of Paces Ferry Wealth Advisors spoke to MarketWatch recently to answer a common question: “Do I need a financial advisor to help me reach my retirement goals?”
‘I fear that between the two of us, that’s not enough.’ We want to quit working in 10 years, but only have about $175K saved. Do we need professional help?
For those without a ton of assets, is a financial planner the right move?
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Paces Ferry Wealth Advisors, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”). This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.
Having traveled to over 35 countries, Zach is a believer in Ralph Waldo Emerson’s statement that Life is about the journey, not the destination. Being a CERTIFIED FINANCIAL PLANNER™ provides Zach the opportunity to help clients define and realize their journey, and co-founding Paces Ferry Wealth Advisors, an independent firm, allows the freedom to define the client experience along the way.
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