YOUR mOST ImPORTANT FINANcIAl dEcISIONOver the past 30 years our firm has helped hundreds of people plan
for a worry- free retirement. Through our systematic financial planning
process, we have helped our clients reduce their investment fees, avoid
unnecessary taxes, protect their retirement accounts, maximize their re-
turns, and establish a predictable source of supplemental income. I am
sincerely happy for these fine folds.
But I can’t help think about the thousands of other folks who have heard
us speak in person, on TV, or on the radio, and decided not to take ac-
tion. Some of these folks eventually do decide to come in for a Second
Opinion. Unfortunately, their situation is usually worse off than they
were when they first met with us. Like most areas of life, procrastination
is a costly mistake when it comes to your financial planning.
So now that you have finished this chapter, let me strongly encourage
you to find yourself a personal Trusted Financial Advisor, and get your
financial house in order. For more information, you can request our free
report on “How to Choose a Trusted Advisor” by going to our website:
http://www.TheRetirementResource.org.
We wish you a happy, healthy, and financially worry-free retirement!
David and DJ Boike
Timeless Wisdom“The plans of the diligent lead surely to advantage.”
Proverbs 21:5