A year ago, Dallas met with some regular clients. This couple – one who is retired and one who is close to retiring – listened intently as Dallas clearly outlined their trajectory – that is, what he predicted would happen to their financial position in 12 months’ time. He could see, at the time, how things would work out if they took certain steps – and he reassured them on a few strategies they were somewhat hesitant about.
A few days ago, Dallas bumped into the couple. When they saw him, they laughed and said, “well, you really were right about everything!” Dallas was proud to hear this compliment, mostly because his wife often laughs at him for always thinking he’s right – to which he counters that he usually is. Of course, Dallas’s wife might have something different to say about that; but when it comes to retirement planning, it's often the case.
Always being right about retirement planning isn’t just something Dallas claims unfounded. There are four reasons why he believes it’s the case.
So, whether you believe Dallas is always right, you can certainly count on him to be right when it comes to giving quality, tailored advice on retirement planning!
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Dallas Davison, Michael Hogue and Ali Hogue.