Planning - Tuesday April 26, 2011

Yesturday I talked about life altering experiences in retirement and using a retirement navigator to address these retirement realities. The fact that these changes impact our situation is one of the reasons we emphasize using an advisor with whom you can work on your financial, lifestyle, investment and health risk management issues. A financial plan gives you a great snap shot of your current situation. In our opinion, it becomes wealth management when you have analized the gaps, established a roadmap and implementing the plan so you turn your objectives into reality.