Investors on Retirement Income Planning

In June 2025, WealthVest surveyed 855 investors aged 45 and older to gauge their desire for personalized financial planning with a focus on their desire for income planning services from their financial advisor.

5 Key Takeaways

1. How important is creating a retirement income plan to you?

84% said it is Important or Very Important to them

2. Are you interested in developing an income plan (if you haven’t already developed one)?

60% would be interested in developing an income plan

3. Has your financial advisor discussed creating or has created a retirement income plan with you?

46% Have not had the conversation with their advisor yet

4. How likely are you to switch advisors if they don't offer income planning services?

51% are very likely or somewhat likely to switch if they do not receive income planning services from their advisor

5. Would creating a retirement income plan with an advisor make you more likely to consolidate assets with that one advisor?

73% would be more likely to consolidate assets with one advisor if they receive income planning services