Why do people pay us to tell them what to do?
- So they don’t wake up on retirement day to find out they’ve been doing it all wrong
- So they don’t have to worry about missing their Required Minimum Distribution
- So they don’t have to wonder if their advisor is truly a fiduciary
- So they don’t have to deal with a stranger on the other end of an 800 number who probably won’t be there next year
- So they know that their investments work hand-in-hand with their financial plan
- So they can be assured that their relationship will only be handled by a licensed Certified Financial Planner™ professional
- So they don’t need to figure out how to turn their IRA/401(k) into a monthly check in retirement
