Why Fiat?

Nov 22

Choosing a financial advisory firm is a critical decision, and today, we'll dive into why Fiat stands out among the rest. We'll break down how, unlike firms dealing with trust funds or perpetual wealth, Fiat focuses on those transitioning from their working years to retirement, fostering relationships with clients they genuinely care about.

Listen in to discover the significance of liking your financial advisor and the benefits of seeking help for retirement planning. You’ll learn about the evolving landscape of retirement as Fiat unravels the nuances that make today's retirement different from previous generations and hear timeless wisdom around saving money to achieve a successful retirement.

What You’ll Learn:

Who Fiat usually works with.
Why it is important to like your financial advisor.
The importance of planning for your retirement.
Why it is beneficial to have help planning for your retirement.
Why retirement now is much different than retirement in previous years.

Ideas Worth Sharing:

“Nobody before this generation has tried to retire on their dime.” - Brad Gotto
“We work with people who we like and who like us.” - Brad Gotto
“The two largest expenses, and you could probably say risks too, are healthcare and taxes.” - Brad Gotto