RECEIVE A FREE
$100 GIFT CARD!
SOME OF THE TOPICS WE'LL COVER
Are you and your assets protected from the rising cost of home and nursing home care?
Are you benefiting from the latest retirement income strategies? Do you have a lifetime income plan in place?
How do you help protect your retirement from another downturn or market volatility?
What strategies can you use to reduce or eliminate taxes on Social Security Income?
Will you outlive your retirement savings? (3 out of 5 of today’s retirees will - 2008 Study by Ernst & Young, LLC).
How can you protect yourself from the 50% tax trap on your IRA?
Do you know what your tolerance for risk currently is?
Have you ever measured it? Do you truly understand your net rate of return (after fees and costs) on your 401k or other retirement plan?
Get a Valuable Second Opinion from an Experienced Local Financial Advisor
When we meet, I will be glad to share with you how I have helped many other area residents plan for a more secure future for themselves and their heirs. Have you done enough to determine that your investments are allocated properly for your goals, dreams, and legacy? Call today to schedule your personal appointment date and time, and the $100 Gift Card to one of your favorite restaurants is on me.