Broker Check

Return on Investment vs. Return on Life

| June 26, 2018

 

Financial advisors thrive on numbers.  What‘s the return on your portfolio?  How well is it doing compared to the index?  Need a financial plan?  We’ll gather up all your numbers and put them into our software program that lays out your financial future – in numbers.

It’s all about the numbers.  Or is it?

When I left my strenuous corporate job 14 years ago, I didn’t just want to know if and when I could retire.  What I really wanted to know was if I could change my life with the assets and the potential I had.  I didn’t just need a return on investment.  I needed a return on life.

I have found that is what most other people want, too.  They don’t just want a pile of money.  They want to know how their money is going to pay off for them.  They want to know what their possibilities are.  In the end, it’s not enough just to have enough.  You need to get the best life possible with the money you have, the situation you’re in, and the potential you possess! 

We believe the conversation must broaden outside of the numbers and the high-commission products that are sold as solutions to your issues.

 When will you have the conversation to determine if your money is being managed to optimize your life and your potential?  Give us a call today to see what your return on life holds.

 

Laura Mickels has spent more than 30 years working for investors with both Wall Street and independent firms.  CochranMickels Retirement Specialists provides personalized planning and investment services to individuals approaching and in retirement.