Plan 2 Retire
Plan 2 Retire
Jun 8, 2020
Retirement Planning with A Servants Mentality
Play • 21 min

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

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