Imagine you're at the airport, ready to board an airplane to your dream destination. As you board, a moment occurs that most people pay little attention to. The second you step on, you have two options: you can either go left and enter the cockpit or go right with the other passengers. The choice probably seems like a no-brainer-you turn right and take your seat in the cabin. So why do you do this without thinking? Because you trust the pilot. You know they're trained to fly the plane, handle unexpected turbulence, and land the plane safely at your destination. What if I told you the same principals apply to your retirement planning? When it comes to creating the best possible retirement plan, you shouldn't try to plot out your financial future alone, especially with limited experience. Just as you trust the captain of the airplane, you should trust a retirement planning specialist to guide you to your destination-retirement.
You might be thinking, Hey! I just read a whole book about retirement planning. I know a thing or two. While the knowledge in the book can certainly be valuable, that would be like reading a flight manual and calling yourself a pilot. Understanding theory only gets you so far; you have to know how to handle real-life challenges. This can only come with years of experience, and I have 25 years of experience. Famous motivational speaker Zig Ziglar once said “Some of us learn from other people’s mistakes and the rest of us have to be other people.” Let our firm help you from being the other person because it just makes sense to do it right the first time.
