What is the difference between retirement planning and financial planning? Retirement and financial planning are terms often used interchangeably, but they refer to two types of planning. The focus of retirement planning is saving enough money to cover expenses during retirement. In contrast, financial planning is a broader term that covers everything from retirement savings […]
About Lori Sweet
Lori Sweet grew up in a small town in Washington State with a father who practiced as a CPA and taught her the value of planning and protecting yourself financially for the future.
Whether you are planning for retirement or have already retired, Lori works diligently to find the right option for each client. Customizing individual plans to assist her clients with their specific financial needs, protecting their savings, reducing income taxes and taxes on social security benefits, and creating a retirement income guaranteed to last their lifetime.