Retiring in Spain: Financial Advice You’re Looking For

As night becomes morning the only sounds emanating from the offices of BISSAN Wealth Management are clicks on a computer keyboard. Peter Dougherty, who is a financial planner at BISSAN, hunches forward and focuses his gaze at his computer screen. Surrounding him are open finance textbooks – in both Spanish and English.

This – an empty office late at night — is the real face of financial planning. Here, illuminated by a lone desk lamp, Peter studies a client’s retirement plan, shaking his foot from time to keep it from going to sleep. There is a pizza box and a nearly empty coffee mug sitting on the desk nearby.

Amid the serene silence of the BISSAN offices, Mr. Dougherty is content. His work this evening is challenging, but he enjoys it. He has spent 25 years in the financial sector, and he’s pleased to put his abundant capabilities to work on behalf of expats in Spain.

A key area of Peter’s expertise is retirement planning.

Because of his hard work this night and many other nights, Peter is well-versed in U.S. retirement rules. His knowledge encompasses 401Ks and other qualified retirement plans of the Internal Revenue Service, as well as non-qualified plans such as Individual Retirement Accounts (IRAs). In addition, he is certified as a Chartered Retirement Planning Counselor® by The College for Financial Planning.

In Spain, his hard work has enabled him to earn a Master’s degree in Spanish taxation from Instituto Europeo de Asesoría Fiscal (Institute of Tax Planning). He is also accredited as a European Financial Planner by the European Financial Planning Association of Spain (EFPA España).

As Mr. Dougherty says: “The most rewarding part of the job is being able to help people plan for retirement. Because retirements in the future may last 35 years or longer, it’s becoming more of an ongoing process and less of a destination. What we end up doing in retirement will depend on our individuality, there might be almost as many ways to retire as there are people in retirement. That means you want to find a financial planner who combines practicality with creativity.”

It also helps to find a financial planner who works late at night for his clients.

For more information:

https://spainfinancialplanning.weebly.com