Elementality for Financial Advisors | Elements Financial Vitals System™

Talking With Your Clients: The Key to Retirement Planning


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"When can I retire?" It may be the #1 question planners get asked. And an answer like, "Just save this much monthly" won't do since lifestyle choices and economic uncertainty mean the answer isn't easy to project. On this Elementality, Reese explains to the clients of his RIA why there's a complexity to the question that needs an in-depth examination.

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Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

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