We want to make sure we don't run out of money. We reached our goal of not depending on a work income. We are excited and anxious but what if we get bored or another 2008 happens? Have we done everything we can to make ourselves as safe and comfortable as possible?
We have worked hard and saved for many years, we want to make the switch from working for money to money working for us. We are looking at our retirement plan and want to make sure that we are on track, that we won’t run out of money, that we will be able to invest in our children and grandchildren, and that we won’t be a burden but will be a blessing. We are not sure what the future holds for social security or our health. As a result, we want to enjoy more time for each other, our family, and our hobbies while we can.
The last thing we want to spend our retirement doing is constantly watching our accounts on our own. It is a full time job and defeats the purpose of retirement. We want to have peace of mind and security. So, we want a trusted advisor who can help us with that and will give us advice based on our best interest.