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.

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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