The fifth fear that retirees have is an investment mistake.

Nobody wants to make a mistake with their money, and the last thing you want to do is make a mistake with your money when it's the only source of income that you have. When there's no getting up tomorrow to get another paycheck, ensuring that you don't make the wrong move with your nest egg is of utmost importance.

Because of that, we ensure that our Lake Jackson clients have a portion of their income that will always be there for them, no matter what. We can't rely on the idea that we'll just see what the stock market gives us and hope for the best.

There has to be some degree of certainty in retirement.

With proper planning there can be.

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