Financial advisors have traditionally done a great job of helping clients understand how much money they need to have to retire well and how to manage that money during the income and distribution phase. Advisors who help their clients think through opportunities to have purpose and meaning in their life have a chance to rise above and really do a great job serving their clients. These purpose, meaning, and people conversations help clients design a life they really want to live. We call these interactions "the beer and peanut talk."
John Knowlton is an LPL branch manager at Oak Point Financial Group in Portage, Mich. For more information please visit www.oakpointfinancialgroup.com or contact him at [email protected]. Securities offered through LPL Financial, Member FINRA/SIPX. Investment Advice offered through Oak Point Financial Group, a Registered Investment Advisor and separate entity from LPL Financial.