You’ve almost definitely done a Google search for retirement planning. That may be how you ended up here. You generally get a lot of extremely high-level advice: Start saving early, minimize expensive debt, have an emergency fund, plan on living a long life, adjust your risk based on where you are in the process, etc. Or, you’ll find numerous articles deep-diving into the merits of a particular financial product – Life insurance, annuities and other specific investment strategies.
The fact of the matter is that most of our clients are significantly beyond the high-level advice and looking for someone to help them organize and make sense of their complex financial scenario and what their ground-level retirement planning & management options are.