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Retirement Planning with A Servants Mentality

Being a financial planner requires one to serve their clients. Contrary to what most believe, doing what is in the client’s best interest is important to advisors. They want to build a relationship that will last for years. Today we interview Jeff Bowers with Plan2Retire to learn more about his approach to retirement planning.


Jeff will share with us:


·     Jeff’s interest in money and passion for financial literacy


·     The Fiduciary Role


·     The characteristics successful clients share


·     The process planners take


·     What “fee only” means


Click Here to Schedule a No-Obligation Introductory Phone Call