Recently, I had the honor of being recognized as one of the top performing professionals in the country by Top Performing Professionals.com.
Because of that, NBC, CBS, ABC, and FOX all wanted to me to share some wisdom for folks looking for an advisor.
Although there’s lots of time, effort and energy that goes into helping a client have a safe, secure and worry-free retirement plan, the most important thing we teach people about is having a vision. So, here’s what I told the big boys at those network stations. Hope you find it helpful for you, too.
“The single most important thing people can do when in (or approaching) retirement is to have a vision of what they want their money to do for them. By a vision, I mean a clear and concise objective or goal and a plan detailing the steps necessary to achieve it.”