Do You Really Need A Financial Advisor?

We received an email from a potential new client asking about our services and what makes us different from a couple of other advisors they were considering. In the email they indicated that they were quickly approaching retirement and had accumulated about $1 million in retirement assets. Since we specialize in retirement planning, they seemed like the type of client we serve best!

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How often do you laugh?

Sometimes it can be hard to find something to laugh about. Go back to an image or go back to a memory that always makes you smile. Find something in your life that gets you laughing! You’ll be so glad you did!

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Compliments

Compliments make us feel better and work harder. What have you noticed that someone has put thought into? Is it the way they have balanced all the activities they’re involved with? Is it how they have spoken to their child? Is it how they have coordinated their outfit? Find a stranger and make a meaningful…

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