Retirement Planning Case Study

Jerry and Betty came to my office on a casual afternoon in early 2011. They had just finished lunch nearby and were in the process of searching for a financial advisor. After speaking with my assistant they scheduled a meeting with me. They were not stressed or panicked. Yet they were not confident either. It was not immediately clear what they needed. I always approach new clients with an open mind. My focus is first on what is already working well in their situation. As I l