Developing a retirement plan that will accomplish the goals of the retiree requires leadership.  Leadership must seek wisdom and understanding.  The leadership I speak of is the leadership of the retirement team.

Who are the members of this “retirement team?”  The leader of the team is the person who is planning for their retirement.  The leader’s responsibility is to put together the rest of the team.  The professionals needed are:  Legal, Accounting, and Financial Advisor.
​
After selecting the legal and accounting professionals, the financial advisor you should select should have the following qualities:
​
  1. Think big:  The plan must provide for funding, retirement, and remaining retired.
  2. Think other people:  Bring the family and other professionals into the planning.
  3. Think continually:  Don’t discontinue planning and be satisfied with today’s answers.
  4. Think bottom line:  Always be flexible to achieve and see the results of the planning.
  5. Think continual growth:  Always adjust to the current conditions and make improvements to the plan.
  6. Think without lines:  Always be willing to think outside the box to accomplish the goal.
  7. Think victory:  Look forward to the retiree reaching the goal and enjoying the fruits of  the planning process.
  8. Think intuitively:  By experience, have the sense of what will work.
  9. Think servanthood:  Realize the value and pleasure of serving and adding value to the retiree.
  10. Think quickly:  Evaluate quickly the needs of the retirement plan as it relates to the current economic conditions see possible answers available in the marketplace.

​If you haven’t selected your team, visit me at my website and complete the contact information.

How Are We Different?

How Can We Serve You?

Insight, Thoughts and More

    Newsletter Signup

    Sign-up for our newsletter to receive information and strategies for improving your retirement outlook.