Experience

Stressed-out over potentially running out of money in retirement Confidence knowing you have a plan that will never let that happen and allow you increase your spending

Missing out on the current tax-savings opportunities Fully taking advantage of all the tax savings that the professionals know about

Dying and leaving a mess Confidence knowing you have taken care of yourself and your family

A lot of confusion and time wasted worrying about how your money is being invested A simplified investment portfolio that you understand without you having to monitor day-to-day

Anxiety when the market crashes Security knowing you have a formula for when the market drops

Filing for Social Security when you stop working A strategy for taking Social Security that maximizes the benefit