Matching You With Certified Financial Fiduciaries

You are not alone!

"53% of Americans surveyed feel they are behind on retirement planning and savings."

"In 2022, Vanguard refreshed its longstanding Advisor Alpha study¹, showing how advisors can add as much as 3% in net returns annually

through strategies like behavioral coaching, tax-efficient investing, and disciplined rebalancing—services that clients simply don’t get through DIY platforms."

"An advisor adds more than >15% points of income replacement in retirement. These findings support the conclusion that obtaining and implementing financial advice in the retirement planning process leads to a demonstrable increase in the level of sustainable retirement spending."

"Industry studies estimate that professional financial advice can add

up to 5.1% to portfolio returns over the long term."

Sources:
1. CNBC’s International Your Money Financial Security Survey
2. Altruist Is Just Like “The Big 2” Custodians — and Why It’s Completely Different
3. The Use and Value of Financial Advice for Retirement Planning
4. 3 ways an advisor can help make a difference

Projections or other information regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of your future results. Please follow the links to see the methodologies employed in the Fidelity and Journal of Retirement studies.

My Retirement Professors connects and matches individuals and families who are seeking customized, tax-efficient retirement income plans to Certified Financial Fiduciaries®.

The Certified Financial Fiduciary®, who My Retirement Professors connects to these individuals, have a planning process to help simplify complex financial decisions to reduce taxes, preserve wealth, and provide reliable income—all without sacrificing individuals and families current lifestyles, giving them confidence in their financial future, protection against unforeseen risks, and the ability to maintain independence while leaving a meaningful legacy for their loved ones.

My Retirement Professors believe everyone deserves to receive sound financial advice and believes finding a financial professional you can trust is key to achieving a successful retirement. This is why My Financial Professors only works with Certified Financial Fiduciaries®. Certified Financial Fiduciaries® are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first. The Certified Financial Fiduciary® designation is the only designation that focuses solely on training financial professionals to be true holistic fiduciaries. It is the only designation that clients and prospects can recognize as a designation meant to help protect them.

Note: My Retirement Professors only works with Certified Financial Fiduciaries. My Retirement Professors in an independent entity from the Certified Financial Fiduciaries that they vet and connects consumers to Certified Financial Fiduciaries. There is no obligation to work with a Certified Financial Fiduciary.