Keep your broker; I'll do your Retirement Income Planning as a stand-alone service.

I understand that you can't leave your current broker or financial advisor easily. They do have all your money, and it is "allocated".

Yet, do you wonder sometimes if there is "more" out there?

Do you ever ask yourself, "Am I missing out, because my advisor has "tunnel vision" or a bias toward/against certain types of investments?"

Before you decide to leave your broker, you need to see if they might be the best person for you.

I meet with prospective clients all the time who are already working with an honest, talented and caring advisor. Three qualities you want in an advisor. I tell them to stay put and feel fortunate to have had their help and counsel for so many years.

Sometimes, though, the "status quo" is working out better for your advisor than for you.

It does take time and effort to introduce clients to new ideas and strategies. Sometimes there is no incentive (or even a financial disincentive) for an advisor to recommend a different course of action.

We of course would be starting fresh.

The Retirement Income Planning that I do is simple and effective. I do it really well and I explain it well. I have clients that are willing to describe their experience to you.

Three questions that we will answer together:

1. How much monthly cash flow do you need to pay the bills and have some fun?

2. What are your retirement resources and what are their properties, place in your plan and specific purpose?

3. How can we best arrange those cataloged resources now to meet your cashflow needs today and grow your income and resources long into the future?

Now we know where improvement is possible, and we can measure the improvement in dollars and cents. I'll say that again- in dollars and cents!

And often the dollars and cents that I find add up to big increases in your family's retirement income and resources.

Call me, Fred Quinn, at 419-495-8700 or Fred@SeriousMoneyOhio.com