Publisher's Synopsis
Studies show that on average 10,000 baby boomers are retiring daily. This creates a need and demand on the financial services industry to adopt effective methods of helping boomers transition into the distribution phase of their lives. Being that we shape opinions about money, investing and financial goals throughout our working years, the challenge of this transition to retirement can be burdensome. Oftentimes, these acquired attitudes can contradict the needed solutions to create a successful retirement. In service of this philosophy, Michael has developed this book as a proprietary retirement system; which allows clients to truly define their goals, map out their future, and properly track their progress. At its core, this system is a tool to build recommendations for clients: showing them where financial inefficiencies exist, clearly depicting the relationship between returns and risk, and creating holistic and purposeful financial strategies to help clients reach their goals. Ultimately, Michael hopes to provide a tangible and individualized palette of options that clients can use to build the retirement plan they desire. Michael's hope is that you read this book and gain a basic understanding in shaping the big picture of your retirement income plan. Concepts in this book are designed as an overview to establish the process and expectations you should have when working with your financial professional.
