David & Glen discuss their backgrounds in financial services industry, their motivations for helping clients with retirement planning, and the importance of community in their work. They share personal stories about their journeys to Texas and how they built a successful partnership in the financial industry, emphasizing the joy of working with clients and the satisfaction that comes from helping others achieve their retirement goals.

#retirement #financialplanning #clientrelationships #financialstrategies #retirementgoals #financialindependence