Stephen Roth CFP®
The couples and families I work with #1 goal is continue to have their lifestyle income needs met to maintain certain standards of living, #2 ensure family legacy planning goals are carried out to benes. I started as a financial planner in 2003 at Prudential and saw there was no cookie cutter approach to building wealth and rarely are financial decisions intentionally made using logic. The biggest factor impacting retirement success is our preparation. There are many uncertainties in our future, proactively planning ahead allows time consider risks and potential opportunities which I feel leads to better decisions and options instrumental in controlling our environment. People hate not having options which leads to regret.