According to a recent NFDA survey, 34% of association members plan to retire within the next five years; however, 73% do not have a succession plan for their business. And, when asked what their biggest concerns are for retirement, healthcare, maintaining their standard of living and running out of money topped members’ lists. To help you plan for retirement, NFDA welcomed Roosevelt Investments as its newest Endorsed Provider partner in November.
No matter how close you are to retirement – or how much planning you have done – Roosevelt Investments can help you to consider how you can achieve your long-term financial goals and feel confident that you will have the resources you need to enjoy your golden years.
Roosevelt is a financial planning and investment advisory firm. They advise on approximately $3.2 billion in assets, of which more than $460 million comes from the funeral and cemetery profession as of September 30, 2021. Roosevelt Investments prides itself on working with each client to understand their personal needs and build a long-term strategy to seek to achieve their goals. Clients receive on-going communication from a dedicated Wealth Advisor and its client services team.
Roosevelt Investments has developed several service options designed to meet you in whatever stage of planning you may be. As an exclusive benefit, NFDA members can discuss their financial concerns during a complimentary consultation with a Roosevelt Investments Wealth Advisor and learn how the company can assist you with planning for the future.
Learn more about Roosevelt Investments by visiting www.nfda.org/endorsedproviders or calling 800-228-6332.