I make sure when I'm talking with my clients, that if they have a situation that requires expertise I don't provide, I can recommend someone I can trust to care for them the same way I would. That's one of the great benefits of knowing so many great business owners within PowerCore.
One of my clients was exploring the thought of retiring early and wanted to get an evaluation of their savings to see if they would be adequately prepared. Since I am not an expert in the specifics of investments, I introduced her to Jim Mothorpe to assist her in doing this evaluation, and he did an excellent job, providing suggestions and reassuring her she was on the right track.
We were then able to focus on her goals to get to that retirement number she needed to get to her goal.