

Do you know all of your puzzle pieces?
I recently had a situation where a fella asked me to provide my third-party advice on his already drafted up retirement plan from his financial institution. This was a super fun plan for me, I really enjoyed seeing another institutions perspective and advice. However, there was a glaring error in his plan....... it was missing information! You see, what this institution did was provide a retirement cash flow strategy based on the assets this client held with them and zero oth