More Planning Ahead Resources Retirement Planning Advisors Serving DeSoto, TX -
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk. A Fiduciary Financial Advisor
must act in clients' best interests and disclose conflicts of interest. In legal terms, a fiduciary is an individual or organization that has taken on the responsibility of acting on behalf of another person or entity with utmost honesty and integrity. A Financial Advisor
is a professional who suggests and renders financial services to clients based on their financial situation. Financial advisors assess the financial needs of individuals and help them with investments (such as stocks and bonds), tax laws, and insurance decisions.