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Consider the retirement calculator found on the website of a large financial institution. It asks only six simple questions and provides a unique “number” — or total amount you will need at retirement. However, the disclaimer reads that “this information does not serve, either directly or indirectly as legal, financial or tax advice and you should always consult a qualified professional legal, financial, and/or tax advisor when making decisions…”. In fact, after you are shown “your number”, it states that the next step is to share it with your financial professional to start planning. So why are so many investors substituting the calculator for a financial plan?
The six questions that it asks are only a fraction of the total number of variables that should be considered in a quality financial plan. Download Components of a Quality Financial Plan to learn more.
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Investment advisory services offered through Barber Financial Group, Inc., an SEC Registered Investment Adviser.
The views expressed represent the opinion of Barber Financial Group an SEC Registered Investment Advisor. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Barber Financial Group does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.