In a society where retirement planning is often associated with the sale of financial products, your goal may be different. Rather than looking to buy, you want understanding and rather than hearing a pitch, your goal is to have your plans acknowledged and reviewed.
As a fee-for-service professional retirement planner and educator, my focus is on ensuring my clients can understand the decisions that form the basis of their retirement plan, instruct their advisors as to implementation of that plan and acknowledge any potential risks to their future lifestyle.
The greater your understanding of the path ahead, the easier it will be to make critical decisions that contribute to your long term success.
Start now. Use the Contact form to set up an appointment.