Flexibility
Life is constantly changing and you need to be able to change with it. Anyone can give you a snap shot of what your retirement looks like today, but that assumes nothing ever changes (life events, interest rates, tax rates, market returns, etc.) The reality is those things are changing every day and you need to be able to change with them. That is why we are continuously working with our clients to adjust to these changes and ensure they are making the most of their money.