At what stage should the financial planner assist most in organizing and maintaining retirement income?

Question

Quizplus · Accepted Answer

During the Starting-Out, Nesting, Prime Time, and Wealth Accumulation years, you should assist the client with building a retirement portfolio so he or she has enough retirement income during the Reinvention Years. In that final stage, the client may need assistance in maintaining retirement income.

At What Stage Should the Financial Planner Assist Most in Organizing