How to Create a COHESIVE Retirement Plan

The majority of financial advisors focus mostly (or only) on investments. While investments are certainly important, your retirement plan should include more. Scott demonstrates the importance of integrating your
Investment plan,
Income plan,
Insurance plan,
Income tax plan, and
Inheritance plan
into one cohesive retirement plan that gives you a greater opportunity potentially maximize your money.
If you'd like to get a second opinion on your current retirement plan (or are ready to start building your plan), please give us a call at 844-CARLSON and our advisors can let you know if you are missing out on any opportunities for a more fruitful retirement.