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Retirement Planning

Retirement Planning and Wedding Planning – What’s the difference?

Our daughter recently got engaged.

We are excited for her and glad her fiance will be part of our family.

Then, the planning began!

I discovered that planning for that one day event with close family and friends is very time consuming. Fortunately, my wife and daughter are coordinating all of the major tasks! My only job is to organize music for the cocktail hour…I can handle that!

There are wedding checklists, folders, spreadsheets and printouts that fill a bulging blue folder.

My wife is enjoying the process of assisting with the plans to make the day special. However, wedding dress shopping during a pandemic was a little bit of a challenge.

Our daughter’s wedding is a ONE day event that requires meticulous planning.

RETIREMENT IS MORE THAN A ONE DAY EVENT!

IT’S FOR THE REST OF YOUR LIFE!

Retirement: Are you planning for that event?

Do you know what Phase 2 of your life is going to look like?

Retirement isn’t about invitations, flowers, and dresses.

It will last more than one day.

DO YOU HAVE A PLAN?

I help business owners, professionals, and working families find the places they have inefficiencies in their current finances, help them re-engineer it so they have greater wealth, reduce taxes to the lowest legal tax rate, have more spendable income and a better estate plan for their families.

If you’d like to chat to see if we’re a good fit for each other, I invite you
to schedule an appointment with me using the link below:

Schedule a quick 15 minute phone call here: Schedule A Call

To protecting your most important years,

Andrew