What Our Initial Meeting Looks Like
As is so often the case, we fear what we don’t know. It can be a daunting task to have the courage to finally face your finances head-on and make the decision to meet with a financial advisor. If you have thought about it in the past to meet with me but have been fearful and don’t know what to expect, I thought I would share with you some information as to what will happen at our initial meeting.
How to Put It All Together
What is a Fiduciary?
You Can’t Retire Without Income
How Risky Are You?
Retirement Changes All the Rules
The world of accumulation is a whole lot different than the world of distribution. Retirement Changes ALL the Rules! Yet many (MOST) financial advisors and retirees want to continue using the same rules which often may destroy your retirement plan. If you want to make sure you understand the world of distribution, learn how to build a Perpetual Retirement Income Plan. You can order our book here. Read More
So You Can Sleep Well at Night
Retirement is ALL about income and being able to stay retired requires a plan that will allow you to Sleep Well at Night. If you want to make sure you have that plan that will allow you to Sleep Well at Night, let me show you how to build a Perpetual Retirement Income Machine. You can order the book here. Read More
Your Are A Tough One
20 Minutes
Make sure to get your very own copy of Remarkable Retirement. You can link right here and I’ll send it right to you. Read More