I can go to bed knowing that our future is in safe hands
Phil
It’s hard to believe that 17 years ago today (15 February) I retired and just prior to that, in June 2005, I did my first planning report with Bret.
Back then I had a financial adviser, but it wasn’t what I needed. It was my neighbour who put me onto Bret, as I was looking for someone who would be with me for the long haul. She, like me, is still with Bret, which says a lot.
Bret’s approach from that first meeting was very different to what my wife Nanci and I had experienced previously. It all began with setting our goals and although at the time the process was challenging, it was also very empowering. We ended up with a life plan that fully considered how we wanted to live well into our later years.
It was also a plan that addressed specific issues that were troubling me. We are both dual citizens and there were some major tax issues we were dealing with back then which with Bret’s guidance we were able to address. The great thing about Bret is that although he knows his ‘stuff’ he also knows when to call upon other experts to help get the best outcome. He then becomes a trusted middleman, the liaison between the tax and legal experts, turning complex information into simple language and making life so much easier for us.
Over the 18 years we have been with Bret we have pretty much stuck to our end goals but getting there has required readjustment along the way. Having a trusted ‘friend’ to guide us has been nothing short of fantastic.
We are now in our mid-70’s and have faced some health issues in recent years, we have adult children and grandchildren and with life moving on, I am grateful to have met Bret, and to feel confident that he has all of our backs.
Although Nanci has been involved with the planning every step of the way, knowing that if something was to happen to me, she can turn to Bret for financial related matters is very comforting. Also, for our children, knowing that they can turn to Bret and his team, gives both Nanci and I peace of mind.
I think this is something that cannot be understated, and the earlier you start planning your life’s goals and journey the better. Like most of us, I just want to sleep at night, knowing our future is in safe hands.