What does a true financial plan look like? What could be the most important components of a solid financial plan? What should you be looking for? Better yet – do you have a plan, or do you simply have investments? What we tend to find is that most people think they have a plan, but when we break it down and examine it, they have an “analysis,” or a “report,” or some computer-generated system take your personal information and generated a generic, algorithmic result. It’s usually not personal to you, and not custom. Think “cookie-cutter.” So, I ask you again, do you have a “custom” retirement plan, or do you simply have investments? In this episode, we’re going to show you ways to build a custom plan that is designed to fit your needs.

The Retirement Ready radio show is featured every Saturday on WTMJ 620 AM at 1:00 pm. We will bring you information on: Social Security options, retirement trends, options to retire with life changes and achieving a secure financial future. Listen live: www.wtmj.com/listen-live

Investment advisory services provided by Drake & Associates, LLC, a State of Wisconsin registered investment adviser. Insurance products are offered through a separate company, LOFT Financial Advisory Group, LLC, a Wisconsin Insurance agency, clients are under no obligation to purchase any recommended insurance products. Advice and opinions expressed during Retirement Ready are solely that of the hosts or guests of Drake & Associates, LLC and not WTMJ Radio or Good Karma Brands Milwaukee, LLC.