Guide to Retirement Planning - excerpt

Your retirement planning process can resonate with clients if you can integrate the workings of the financial world with their personal behavioral traits. As a trusted advisor you can help the client to filter out all the noise and create a plan of the client’s vision of their expectations and dreams for retirement. The art of integrating the human element with the science of the numbers makes getting a retirement plan a worthy endeavor. This excerpt will provide a short introduction to both the science and art of retirement planning as well as providing a checklist of key retirement decision dates.