When it comes to working with a financial planning firm, we believe the following…
That everyone deserves “professional” financial advice, and while it may come at a cost it’s well worth the investment.
That everyone should have a written financial plan.
That you really can “define your own future” and live the dream retirement you’ve been nurturing for years. It requires effort on your part, a vision of what you really want to do, and finding the right advisor to help.
That retirement income planning isn’t rocket science, but it does require specialized knowledge from a dedicated professional advisor but not all advisors have this knowledge.
That there are certain “Key Risks” that you must navigate in order to make a successful transition to retirement.
That one of these risks is “Financial Advisor Risk”. The reality is – there are people out there who want to separate you from your money. And then there are those advisors who simply don’t specialize in the kind of planning you need.
That there is a way to differentiate between the good and bad advisors, so you can eliminate this risk.
That a successful retirement starts with a clear vision of what you want in life.