BALANCED ADVICE
What do Buddha and our retirement guidance have to do with one another you ask? Turns out, a lot.
Buddha describes the concept of the Middle Way as a path of moderation, between the extremes. This, according to him, was the path of wisdom. He explained that the Middle Way gives vision, gives knowledge, and leads to calm, to insight, and to enlightenment.
At Your Retirement Advisor we believe extremes can be bad, especially when it comes to retirement advice. Like Buddha we believe that the Middle Way is the path of wisdom. The Middle Way in retirement advice strikes a balance between the extremes of investment advisors and insurance agents each pushing their biased viewpoint and one size fits all approach to retirement and income planning.
And the second connection between Buddha and retirement guidance (and perhaps most important) is that Buddha embodies the ideals of the good life that we all seek to achieve: health, happiness, prosperity and longevity.
“The Middle Way gives vision, gives knowledge, and leads to calm, to insight, and to enlightenment.”
“I’ve met with many financial advisors and insurance agents, but never with a hybrid advisor…I really like the fact that there is no bias toward one discipline or the other. I’m going to get advice based on what’s best for me.” -Joe E.
We Start With the End Result
From the beginning of our relationship with you we focus on results…the end results you want in your retirement. We answer the questions: When can I retire? Do I have enough saved? and How can I make sure it lasts throughout retirement? And once you work with us, we’re at your service for whatever financial and retirement needs you have.
Yes retirement planning is serious business (and you’ll always find us professional and on point), but we believe it should be fun too with a bit of humor, joy and friendship in the mix. When you work with us we get to know you and your family on a personal level. We invite you into our lives as you welcome us into yours. It is these deep and long lasting relationships with our clients that is the basis of a successful planning partnership. It’s why we love being a boutique provider of guidance vs. a big, corporatey kinda place where you’re just an account number.
We Guide. You Decide
We use research, software, process and several unique strategies to optimize your retirement. However, you don’t have to take our advice. We guide and you decide. If your research or your gut is giving you a different answer, we’re flexible enough to give you other options that you’re 100% confident in. We invite you to learn more about our process, our strategies and our story…then we want to here your story and help you write the next chapter.
Receiving good financial advice pays a dividend that builds both wealth and confidence. The research is unequivocal that a competent financial guide can both help you achieve the returns necessary to arrive at your financial destination while simultaneously improving the quality of your journey.”
-Behavioral Alpha: The True Power of Financial Advice, Daniel Crosby, Ph.D., Nocturne Capital, October 17, 2016
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