This market has been the traditional legacy planning prospect but they are concerned about the low rates of return and its affect on their spendable income. Which asset should be deployed when?
Your use of the RetirementPathRoadmap planning tool will position you as a most trusted advisor for your clients’ retirement planning needs.
Contact us at (949) 544-2500 or register online to become a member of TheSolomonSchool and learn about retirement planning for The Silent Generation.