A successful retirement is not just about building a big pile of money. It’s about creating a safe, suitable and reliable plan of action that anticipates your future needs today. With all the challenges we face in retirement, you need an independent expert that will be with you and your retirement every step of the way.
Whether we're talking about golf or not, a good 'caddie' is a valuable and knowledgeable assistant. In golf, he helps anticipate and manage the variables to help the player produce the best shots. He understands the game, the course and his player. He is dedicated not only to helping produce great shots, but also to eliminating the bad ones. Done consistently, this produces great results.
It's very much the same concept in good retirement planning. It's not just about the great shots, but eliminating the “bad ones." It’s knowing and understanding the goals of our retirement dollars and creating the right plan to make sure we meet those goals. That's exactly what a "Retirement Caddie" does!