Connecticut Retirement Advisor Nahum Daniels Early Off the Block with Pioneering Online Services During Covid-19

May 27 14:51 2020
Connecticut Retirement Advisor Nahum Daniels Early Off the Block with Pioneering Online Services During Covid-19
Retirement-investment specialist Nahum Daniels CFP, RICP has introduced pioneering online services to connect with clients during the global Covid-19 pandemic.

Responding to the lockdown/quarantine regulations caused by the Coronavirus, Certified Financial Planner Nahum Daniels is among the first off the block in his industry to offer online retirement-specific advice and implementation. The Stamford-based author of Retire Reset: What You Need to Know and Your Financial Advisor May Not be Telling You is known to be among the first in his field to recommend the integration of equity investments and next-gen longevity insurance (rather than bonds) to achieve optimal results.

“Going virtual is simply essential today to meet the needs of retirees and pre-retirees who may be inclined to wait until circumstances return to normal. We simply don’t know when that will be and doing nothing in the interim may only exacerbate weaknesses in current financial plans, including vulnerabilities to market volatility,” Daniels explains.

Daniels believes it is vital to remain connected with clients despite the lockdown. The pandemic has accelerated the evolution of his practice to all-online services so that now clients can work with the firm from the comfort and safety of their homes. Starting from a virtual video consultation that progresses to shared electronic number-crunching and document review, then culminates in complete plan implementation, the contemporary advisory experience he offers is rapidly gaining acceptance among investors seeking retirement security in an uncertain world.

When the going gets tough, the tough must get going, Daniels likes to remind us. “Portfolio allocations require review and re-balancing before market forces cause additional pain that could be long-lasting and undermine retirement plans,” he says. “That’s why we’ve launched a series of educational webinars to bring people rapidly up the learning curve on topics including social security timing, long term care funding, defensive investing and tax- and asset-protection planning. We take a holistic approach.”

“We professionals in the financial services industry must adapt to serve pressing client needs or go the way of the dinosaur,” Daniels adds. “The online resources are available to enable us to provide the support people need; it’s our fiduciary duty to marshal and put them to creative use. It’s happening fast. Now it’s the public’s turn to adopt this new approach.”

Daniels’ book analyzes a wide range of risks retirees face. Many of his ideas challenge conventional reliance on stocks and bonds and advocate his increasingly accepted alternative. It may be ordered from Amazon at https://www.amazon.com/dp/B07G7Z87NY.

The author was also recently interviewed on THINK BUSINESS where he shared his innovative views on the future of retirement planning. The podcast can be accessed here: https://jondwoskin.com/2019/“/jon-dwoskin-ionterviews-nahum-daniels-certified-financial-planner-integrated-retirement-advisors.

For more information visit: https://integratedretirementadvisors.com

Media Contact
Company Name: Integrated Retirement Advisors, LLC
Contact Person: Tracy Daniels
Email: Send Email
Phone: 203-253-7555
Address:Shippan Point 290 Harbor Drive
City: Stamford
State: CT 06902
Country: United States
Website: https://integratedretirementadvisors.com/

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