When we ask our clients where they wish to retire, 9 times out of 10 their response is "someplace warm." Why do we ask this question?
During our wealth-planning process, it is important to understand each client's financial goals during retirement so that we can develop a personalized plan designed to meet his or her long-term goals and objectives, both financial and non-financial. We call this "true wealth" or "all that money can't buy and death can't take away."