Jimmy Lin talks about the importance of mid-year check-ins with advisors and why people should meet with their advisor at least twice per year. Then Jimmy relates that to what a first meeting is like with his team. He explains how the first session is not full of sales pressure and how the meeting is more about getting to know each other. Jimmy tries to learn the reasons behind peoples’ goals and the concerns they have about retirement. And then Jimmy talks about the second call and how people normally want to know the results of Right Path’s portfolio checks.

If you want to begin the conversation on helping turn your retirement savings into income, preserving your retirement assets, and optimizing your taxes throughout retirement, click here to set up a free meeting with Jimmy & the team or call 702-805-7000. 

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