Your purpose

Product or Purpose?

“Sold” says the auctioneer every few seconds.

If you’ve never been to an auction, it really is quite exciting.

When it comes to planning your retirement and enjoying your future though, this is not the experience you want, and it certainly isn’t the one that will give you confidence.

Yet, the financial industry is full of advisors treating your retirement similarly.

Certainly, they are spattering words at a hyper rate before declaring “sold.”

Too many are salespeople masquerading as advisors and planners.

And the industry is training people to inquire about the “best” product which plays well for the salesperson.

Instead, seek out an advisor that is focused on purpose over product.

This professional seeks to know you and to understand your purpose and what you want your money to do for you before and after retirement.

The primary objective of the advisor looking to serve is to understand your purpose and not to sell a product.

Does your advisor understand your purpose?

Do you have an income, investment, tax, and legacy plan built around your purpose?

Not sure?

Get a complimentary review of your plan and know for sure.

Click Here to schedule a complimentary 22-Minute phone conversation.


“When the heart speaks, the mind finds it indecent to object.”

– Milan Kundera

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