Book Description
Leaving your retirement up to chance is unadvisable by nearly any standard, yet millions of people find themselves hoping instead of planning for a happy ending. With forces like inflation, market volatility, and fluctuating interest rates working against you, knowing what to do with your assets has never been more important. And the difference between making a good decisions and a bad decision has never had such a dramatic impact on how people retire. So where do you start?This is where the SWAN method for retirement comes in. SWAN stands for Sleep-Well-At-Night, as this is the kind of peace of mind you can experience when you take the time to put together a comprehensive retirement plan.Kevin Anthony assists individuals as a financial advisor and is committed to providing sound advice with an uncommon level of continuing service. He has been in the financial services industry since the early '80s and has helped many individuals accomplish their retirement goals and reduce the stress of looming financial uncertainties.Kevin believes in a consultative approach to retirement planning in which "listening" to a prospective client's needs is more important than talking about product or market technicalities. He states, "For the planning process to truly succeed, you must know your client well and always embody a fiduciary responsibility in doing the right thing for them. This is especially true for those in or near retirement who may lack the luxury of time. In these situations, a solid estate plan is absolutely critical for the clients, their spouses and heirs.""The S.W.A.N. Retirement" is a fun and informative guide that will assist you in developing a retirement plan to help you Sleep Well At Night! Enjoy!
