In my line of work, I’ve spoken with many who underestimate life expectancy and overestimate the effects of negative market returns. And sadly, many of them work alone, without a guide or a plan, and consequently, share real concerns about the future. As your financial advisor, my aim is to teach the value of thoughtful financial planning and explain the benefits of taking a long-term approach to equity markets. I believe I’ve done well when my clients tell me they worry less because of the planning we’ve done together.

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