What clients are asking

What will happen with the economy? Will President Biden and Democrats raise taxes? How will this impact my retirement savings? These are questions I’m hearing when I’m talking with people about their life savings, and they’re all merited.


I think it’s fair to say that many of us have never experienced this much uncertainty. I’m as worried as the next person about what will ultimately happen to America, but when people ask me the questions above, I have good news for them.


Some of our long-term readers and clients will recall that I learned the retirement planning business from my dad. Dad taught me many lessons, but one was particularly valuable. He taught me that we either want our clients to love us or at least like us a lot! Ideally, we’ll do a tremendous job for you and you will love us. But at minimum, we want you to like us a lot.


The way that we get our clients to like us is we build financial plans that are weather proof.


We were building financial plans the way we are now when Obama was president, when Trump was president, and we’ll continue while Biden is president. And we’ll maintain our philosophy for one reason. We build each of our plans to flourish in any type of political environment. There are always things that are absolutely out of our control, but there are many things when it comes to our financial planning that we can control.


So, that’s the good news: Our clients are in a position to flourish. We’ve found this may allow our clients to have peace of mind and to eliminate a level of worry. By using our philosophy, many of our clients come to like us a lot.


Until next week,


David C. Treece,

Financial Advisor

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Clients Excel, LLC are not affiliated companies. Investing involves risk, including potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the insuring carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet particular needs of an individual’s situation. Clients Excel is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Clients Excel. The use of logos and/or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or our program.

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