Tips For Hiring A Registered Financial Consultant
- August 24, 2021
- Doris Gray
Planning for your retirement is not something that you should do without the help of an experienced professional. Individuals and couples in Seneca, SC, have several different options for financial advisors and planners.
When it comes to retirement planning, choosing a Registered Financial Consultant is always a good decision. Matthew Dixon is a Registered Financial Consultant and serves clients throughout the Seneca, SC, area.
What is a Registered Financial Consultant?
Professionals like Matthew Dixon have both training as well as experience. They must have at least three years of full-time experience in helping people in financial planning services. They must also have all required licenses for the state or states in which they practice, and they must have a stellar business record without any disciplinary action taken by governing or licensing bodies.
The Registered Financial Consultant must also hold an approved professional designation or credential and have specific education and additional licenses, including a life insurance license.
Why choose a Registered Financial Consultant?
There are several benefits to choosing a Registered Financial Consultant. Matthew Dixon is able to provide a wide range of services to clients. These include financial planning, insurance planning, investment planning, as well as providing asset protection strategies and wealth management services.
Working with a Registered Financial Consultant provides a greater range of services that can be leveraged to maximize your financial planning for retirement. In addition, they typically network with other financial professionals, making it easier for their clients to plan for their future.