Financial Planning in Retirement: Seeing All the Angles

In addition to investments, your financial adviser should be talking to you about insurance, Medicare, Social Security, long-term care, estate planning and tax planning.

An older couple talks with a financial planner.
(Image credit: Getty Images)

There’s more than one way to go about many things, but I’m sure you understand this author has his preferences on the best ways to go about finding your ideal financial planning partner. Let’s start with the evolution of advice in financial services.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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David C. Treece, Investment Adviser Representative
President and Founder, Clients Excel

David C. Treece is the president and founder of Clients Excel, an investment advisory firm in Spartanburg, S.C. David has helped many people understand the role annuities play in their financial planning since his start in the business 10 years ago. He writes a weekly financial newsletter that can be found on his firm’s website ( David is an Investment Adviser Representative, and he is insurance licensed.