The first thing I ask my clients is this, “Tell me, why are you here today?” Pretty simple question isn’t it? But, like a Doctor, I can’t be much help unless I know what financially ails you. Once we had a dream and then life came along! Our vision for our future may have become blurred. We all lived our lives and did the best we could. Some have even lost sight of their dreams. What is it you want to achieve? What is realistic, and what is not? Work with someone that can lead you through the process of examining your needs, wants and desires in retirement and unlike Alice, develop a roadmap you can follow to give you the peace of mind you are searching for. With 10,000 people a day turning 65 you may feel like you are moving around a lot but not moving forward. Allow me to help you plan the longest vacation of your life, RETIREMENT!
Ask about our S.W.A.N Technique. Those letters stand for Sleep Well At Night and when it comes to your retirement assets, isn’t that just what you want to do?