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We think of our financial lives as climbing a mountain. The ascent up the mountain can be compared to the accumulation phase of our investable assets and reaching the summit can be compared to finally retiring! At that point we must begin to use our savings to sustain us for the remainder of our journey. We call this descent down the mountain the distribution phase. This part of the journey introduces a whole new set of risks and challenges. In fact, by some estimates 80% of all mountain climbing deaths occur on the way down... read more
My wife and I have been clients for 10 years. One of the many things we value about Randy is how clearly he can present and explain very complex financial matters. We also appreciate that he tailors our investments to our needs. His recommendations always align with our goals and financial status. As well as being highly competent, Randy's a super nice guy. We trust him and value him.
Everest Retirement Planners has a 5 star rating with 1 review.
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