Some of you have inquired as to whether you can make an appointment to come in and have a general discussion about your retirement plans and current ideas for future financial sustainability. The answer is “Absolutely”! We are always here for you and are happy to have a refresher conversation about information you had given us in the past, explain how that need or objective is served in your current plan, answer any questions you have, or simply dialogue about new or confusing information you have received from someone else. Call us! We look forward to seeing you soon.
