Mission - I am interested in being your trusted financial advisor. You are on my list as we have crossed paths at one point or another in our respective careers. My commitment to you is to provide you the safest and most comprehensive growth strategies for your retirement income and estate planning needs. I work with over 40 insurance companies to provide these strategies.
These strategies include 0% downside risk and income you cannot outlive. What has been done to change your risk profile to avoid the declines beginning in 2000 and 2008? For most, nothing.
I am hard-wired to do the right thing for you. I have seen so many case scenarios where 'Big Bank' has implemented half a solution. Often, the one that serves them. I can customize a plan for you from across the financial landscape.
I can also review existing plans often finding ways to improve them. If nothing else, get a second opinion from someone you know. I will give you an independent straight answer.
Let me know if I can help.