“Financial Planning” has become a universally used term for salespeople.

Unfortunately, when you are building a retirement portfolio, the last thing you need is to be “sold” anything.  In an environment that encourages a buy-and-hold mentality, I’ve seen clients sit flat over decades.  The Wall Street System has pampered advisors with lavish commissions while doing very little to actively manage the investments.  The results have been dismal, with almost every mutual fund underperforming the SP500 while the fees keep Wall Street’s pockets lined. There are three primary pillars of great planning in the retirement market:

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