Think Like Your Advisor and Reap the Benefits

A good advisor will start out with some very clear questions. These questions will determine your goals, your values, your attitudes and dreams. There is never a cookie-cutter answer to the very human questions about your money.

Annuities are used predominately with pre-retirees or retirees. We say predominately because the world isn’t black and white and each solution and recommendation will vary. Retirement is certainly not mandatory and it could manifest itself in countless ways.
As your advisor begins to thoroughly understand your expectations and you communicate clearly with one another what your goals are, your advisor begins to focus on a plan.