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Top 5 Things Clients Need to Know

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My family doctor would make a fantastic financial advisor. He tells me what I need to hear, not what I want to hear. That’s what most clients want from their financial advisors. Here are the top 5 must-have conversations:

Save this much for retirement

In our financial plans we first learn how clients envision retirement. Then we see what dollar amount they’ll need at retirement to fund that lifestyle. Finally, we calculate how much they need to save each month to reach that goal. Often that number will be higher than the client expects. It’s tempting to increase the projected rate of return (ROR) to make the numbers jive, but we don’t.  It means telling clients they need to save more, work longer or expect less. But we also show the positive impact small changes can make and encourage clients to stay on track with a Client Dashboard. When clients understand we genuinely care about achieving their goals, they take the bad with the good.

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