Retirement Planning and Financial Professionals

Retirement Planning and Financial Professionals

Core Facts

 [ What is this? ]


When planning for retirement, making sure the information you have is accurate is very important. How do you know that the person you’re trusting with your future has the right information?  

According to The Insured Retirement Institute (IRI), 60% of Boomers prefer to meet with a financial professional in person, and 62% are very or somewhat unlikely to use a robo-advisor. Technology has its advantages, but meeting someone face-to-face does tend to engender more trust. Getting to know your financial advisor means that they also get to know you and your needs.

When you enter data into a robotic advisor the information might be correct, but the human element is missing. There is no way for that robo-advisor to understand your personal feelings and needs or your threshold of risk. 

“Meeting with a professional financial advisor is always recommended. They should be attached to a reputable firm and have, at the very least, a few years of experience,” says Martin Walcoe, Sr. VP of David Lerner Associates. “Get to know your financial advisor, and speak with them in-depth about your particular needs. Do not take unnecessary risks. Our philosophy has always been the sensible middle ground of investing.” 




Material contained in this article is provided for information purposes only and is not intended to be used in connection with the evaluation of any investments offered by David Lerner Associates, Inc. This material does not constitute an offer or recommendation to buy or sell securities and should not be considered in connection with the purchase or sale of securities.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-- we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

David Lerner Associates does not provide tax or legal advice. The information presented here is not specific to any individual’s personal circumstances. Member FINRA & SIPC



^ Top


Founded in 1976, David Lerner Associates is a privately-held broker/dealer with headquarters in Syosset, New York and branch offices in Westport, CT; Boca Raton, FL; Teaneck and Princeton, NJ; and White Plains, NY. For more information contact David Lerner Associates Call 516-921-4200 Visit our website:

^ Top


Jake Mendlinger
Account Manager
516.829.8374 X 232

^ Top