Most financial advisors are held captive by the companies they work for in one way or another.
The main problem is that agents are unable to come up with original plans because they’re forced to use what their marketing departments give them.
That approach turns you into a statistic.
My approach is different.
I think you should decide what you want and let your needs dictate the terms of the financial products you choose in retirement.
So, rather than tell you what “73% of retirees are concerned with”…
I work to understand and solve YOUR number one concern.
And to do that consistently, I’ve created a process called The FLEX Strategy.
I named it the FLEX Strategy, because I strip out all the expensive and restrictive components to give you absolute flexibility and control over your plan.