We believe that retirement is one of the “big rocks” in your life like getting married or having children. These are life changing events that require an objective and professional assessment of what is in your best interests.
The process of retiring is also much more complex than even 20 years ago. Increasing life expectancy combined with historically low interest rates and the tendency for many of us to change careers at some point in our lives makes for a heady cocktail of issues.
We also believe that the focus for many people should not be on the products used to provide for their retirement but rather, your focus should be on the things that matter to you, like how much income you need and the things that are within your control like how much risk you take.