I have gotten everything from a one-page letter written in pencil to a 50-page computer generated masterpiece,
More Quotes from Ron Pearson:
He needs to maximize his savings for his own retirement as well as his daughter's education, yet his debt is absorbing 43 percent of his monthly income.Ron Pearson
They hadn't even gotten their first paychecks yet, ... My biggest thing was giving them a sense of reality and what costs would be. We outlined costs and a budget, and by the time we finished they said they could take maybe one vacation a year. They started to understand reality versus their dreams.
Ron Pearson
Even for middle-income and upper middle-income clients, when I tell them they are looking at sometimes half a million dollars or more they'll need to leave behind, they usually say they don't have it,
Ron Pearson
It's difficult for some military personnel after five or six years who may be married, have kids and other financial obligations, ... If they haven't banked some on the side, it's tough.
Ron Pearson
You have to remember to tell all your relatives not to pass money on under the child's name, ... Anyone can blow up your plan.
Ron Pearson
I won't even begin to work with a client until they have completed a letter of intent, which deals with your hopes and dreams for the child, ... I tell the mom, who is often the one who writes it up, that they should write it as if they were an angel on the shoulder of the designated caregiver. She should include everything she would whisper in their ear.
Ron Pearson
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