Pinnacle Financial Advisors Founding Partner Lennard van der Feltz discussed common financial mistakes that people make when planning for retirement in a segment for CBS 5 This Morning in Phoenix.
Lennard noted that many individuals do not save enough for retirement, save it in the right places, or follow a strategy to help them achieve their retirement goals. He recommends that people work with a financial planner to craft a plan that works for their unique situation.
Lennard busted the myth that financial planners are an expensive luxury reserved for wealthy people, sharing that financial planning can help people of all income levels with manageable fees.
View the full segments below.
Lennard van der Feltz is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA, SIPC. Advisory Services offered through SEROS FINANCIAL, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.