In this conversation, David Mesh and Kevin Blanchard discuss what to look for in a financial advisor, as well as the importance of starting retirement planning early. They also highlight the need for a holistic approach to retirement planning, including estate planning and tax considerations. The conversation emphasizes the importance of finding a fiduciary advisor who puts the client's needs first. The hosts share their passion for helping clients protect and grow their wealth, and stress the need for a personalized approach to retirement planning.

Ready to connect with David and Kevin?  Visit Meche & Associates today!