Hey there, James Mayer. Quick Sunday night thought. I've run into a number of clients who are recently retiring, and what I've found is that a large amount of the retirement savings ends up in their company's retirement plan. And when they do retire, we go through the process of moving that money to and when they do retire, we go through the process of transferring those assets. Typically, what happens is the client receives a check for that retirement plan balance.
And the conversation that we've had quite frequently is with numerous clients is, James, I never thought I'd be able to save this much money. Or, James, this is the largest check I've ever had in my hands. And I want you to know that we take that responsibility to the highest level.
When building a plan for retirement, you need to have trust in the people that you're working with. And part of our process is to get to know as much about the clients as we can. That check not only represents a large amount of money, but that check, not only that check not only represents a large amount of money, but it represents a lifetime of savings and planning for retirement. So, when you are getting ready to retire, wouldn't you rather work with someone who gets to know you, who you have trust and confidence in?
So quick thought. Have a great Sunday evening.