The Client Experience

A phone call or website can seem so impersonal. Or worse, it could be a financial scam. At least, those are possible thoughts one may have before they visit someone to handle their finances in retirement. It can be a scary thought to go out there and do something new. So, to help provide more confidence to face the unknown, this show will focus on what the process is like for a potential new client first meeting with a financial professional and what this meeting and process may entail.

In this episode of Retire Right with Kevin Wade, Centennial Advisors explores important retirement planning topics—like tax-saving strategies, optimizing Social Security, long-term care solutions, and tips for managing market changes.

Get practical advice, expert commentary, and straightforward explanations to help you take control of your retirement journey and secure your financial future.