How Many People Have Plans Going Into Retirement?

All the major moments in your life have required planning. Getting a job, getting married, the birth of a child, buying a house, why should your finances be any different? We talk to people every day who come to us for a plan because they aren't sure when they will be able to retire, how much they need to live off of in retirement, how much they can leave to their kids or grandkids, etc. This is where most financial advisors fail their clients - by leaving them with a statement and not a comprehensive plan. If you are just now realizing this is your situation, it’s not too late to make a change.

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