Preparing For Peace of Mind

As Investment Advisors we experience firsthand the roller coaster that many individuals go on emotionally when they start to think about the monumental task of retirement planning. Most issues in retirement can be explained in a logical manner that in reality should trump the emotion. We believe education leads to clarity, clarity to confidence, and only with confidence is peace of mind achievable. In order arrive at that state of mind over retirement planning issues individuals really needs to understand what’s happening. We hope this video gives a brief demonstration of why a financial planner, wealth advisor, or investment coach is so vital to lead people through the maze and complexity of the retirement planning model.