Turning your financial goals into reality with professional guidance

Access to advice and guidance can also improve your financial confidence. Did you know that people who work with a financial professional are significantly more likely to feel confident in their own financial capabilities, from managing today’s financial obligations to feeling confident they can achieve the retirement they want?¹

Working with a financial professional can help you sort out your priorities, overcome common behavioral biases, and create a financial foundation that sets you on a path to lasting financial success. Here is how:
 

Financial professionals are there to provide you with advice and guidance that’s based on your personal situation and life’s milestones. They become part of your team by taking the time to understand your needs and goals and tailoring a plan with clear action steps to help put you in a position to succeed.

They can assist you with:

• Creating a budget to pay down debts and save toward specific goals, such as buying a house, planning for a newborn, or building an emergency fund.

• Making sure you’re not only enrolled and saving in your retirement plan, but also making sure you know how much you may need to save to retire on your own terms.

• Understanding and talking about financial concepts, strategies and products so you can make informed decisions, such as figuring out how much of a mortgage you can afford, how to save for a college education, or how best to pay down debt.

• Putting together a plan specific to your lifestage, such as considering life insurance as you grow your family, paying off student loans, or covering caregiving costs for loved ones.
   

Have you ever felt that you’re making financial decisions based on emotions or what you just heard on the news? Do you get stressed about your finances? Do you buy or sell your investments without a carefully laid out plan? Financial professionals can help you manage these types of situations and avoid making impulsive decisions.

Having a financial professional in your corner can help you:

• Stay on track, especially when emotions run high, such as during times of market volatility or when experiencing major life transitions.

• Build discipline by helping automate savings and investing.

• Improve your financial confidence and reduce stress by helping you follow your established plan.

• Validate your long-term plan and celebrate short-term growth and success.
   

It takes careful planning, consistency, and perseverance to make your financial dreams come true. Financial professionals can help you every step of the way, whether your goals are:

• Knowing how to turn savings into income in retirement,

• Planning for life’s unpredictability such as financially supporting and caring for loved ones, covering unexpected home or car expenses, or perhaps,

• Establishing a wealth transfer strategy to help ensure financial success across generations.
   

Are you currently not working with a financial professional and would like to take the next step, but aren’t sure how to find an advisor? You can start by looking at your employer’s benefits offering. Through your workplace retirement plan you may be able to access advice from a financial professional regardless of your net worth. It’s easy to get started, visit our contact page for help connecting with a Corebridge financial advisor.

¹Corebridge Financial, Living and Funding Longer Lives, 2025.

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