The Value That An Advisor Brings to an Income Plan

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With retirement planning, every penny counts. While some investors prefer to do things on their own, when the time comes to start drawing income from your investments, where do you start?

In this short clip, our very own Mark Kenney outlines some of the ways that a Financial Advisor can add value to your income plan by making sure the money that you have will last for the years that you need it most.

#markkenney #incomeplan #financialplanning

Link to the interview in the comments. Also available on Apple, Spotify, and every other major podcasting app!

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No statements made during the Retirement Road Map® podcast shall constitute tax, legal, or accounting advice. You
should consult your own legal or tax professional on any such matters. Information presented is for educational
purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities,
investments, or investment strategies. Investments involve risk, and unless otherwise stated are not guaranteed. Our
Investment Advisory Services are offered through SHP Wealth Management LLC., an SEC registered investment
advisor. Insurance sales are offered through SHP Financial, LLC. Our advisors and insurance reps may offer clients
advice and/or products from each entity. No client is under any obligation to purchase any insurance product.
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