RJ and Makay

Almost two-thirds of pre-retiree households (age 55-70) do not have a professional financial advisor.  Of the one-third of households that do have an advisor, 54% feel confident that they will attain a retirement lifestyle of their choice, according to the Life Insurance and Market Research Association (LIMRA).

LIMRA’s findings indicate that of those pre-retirees who did not work with a professional financial advisor, three times as many felt unprepared for retirement as compared to those who worked with an advisor.