• Some advisors prefer to meet with their clients once a year, and that is adequate for many people.
• Other advisors like to take more of a hands-on approach to retirement planning with their clients, in order to better address concerns and opportunities as they arise.
• There is no right or wrong approach, it is solely up to the individual to see what approach fits best.
• Another aspect to consider is if your risk comfort aligns with the advisor’s approach.