Improving lives through sound financial planning.

Finding a Co-Pilot for Your Financial Flight Path

By Robert W. Tull | April 2, 2021

In the majority of our retirement planning meetings with financial planning services clients, we will refer to projecting one’s financial “flight path” as it pertains to developing a successful retirement plan. One of my college professors would often say to us, “if you don’t know where you are going, any road will get you there.” […]

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Why You Need a Financial Flight Path

By Robert W. Tull | January 21, 2021

If you have ever been in one of my client planning meetings, you will often hear me refer to projecting one’s flight path. The reason I have used this term is that it requires advanced planning and navigational skills when it comes to developing a financial plan. Webster’s defines flight path as “a course or […]

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