Congrats! You're About to Retire…Are You and Your Portfolio Ready?

Work hard, save money and you'll be able to retire someday. Most everyone has heard iterations of this statement over the years, but have you ever taken a moment to think about it?  Have you prepared yourself financially—and mentally—for the transition? What impact will retirement have on your investment portfolio?

Carl Watkins Director of Financial Planning

As an independent fiduciary advisor, the Allegiant Private Advisors team is prepared to help you navigate the transition from accumulation to distribution to help you make the most of your portfolio, and more importantly, your retirement years. Click here to read a new article by our Director of Financial Planning, Carl A. Watkins, CFP®, CDFA™, AIF®, published on SarasotaMagazine.com