A Copy and Paste Financial Plan

Imagine living in a world where everything is identical.

You come home from work in a white Buick that looks just like your neighbor’s white Buick.

You pull into the drive of your little blue house that is identical to every other little blue house on the street.

There is only one restaurant, and it serves only one entrée and one dessert. After dinner, you head to the movie theater where 16 screens are playing the identical show.

Unfortunately, that’s the way the retirement industry does things.

Every person’s plan is essentially the same as everyone else’s. Identical strategies for you and all your neighbors. Its assembly-line retirement planning.

Is your ideal retirement the same as everyone else’s?

We’re guessing you have different dreams.

Yet, the same plan? The same financial instruments? No.

Don’t let a financial advisor bully you by, forcing a square peg into a round hole. By having you use financial instruments that don’t fit your situation.

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