IN THESE UNCERTAIN TIMES IS YOUR PLANNING FOR RETIREMENT ON TRACK?
Today’s volatile economy and global turmoil may cause you to feel overwhelmed and worried. You may be anxious about what lies ahead and have questions such as:
There’s An Easy Way to Get Answers to Your Tough Questions About Planning For Retirement…Through Our No-Obligation Second Opinion Retirement Readiness Review
You’ll quickly see the strengths and weaknesses of your current planning for retirement You’ll discover whether your plan will support your needs and desires in retirement. You will find out if there are simple steps you can take now to benefit from available tax-advantaged accounts – strategies that can put more money in your pocket to fund your retirement.
The 5 steps in your Retirement Review are:
Step #1 - Anticipate your retirement living expenses,
Step #2 – Identify the resources you will have to fund your retirement including Social Security benefits and retirement income from a pension, part-time work, annuities, and more,
Step #3 – Add your investment assets such as an employer retirement plan, an IRA, or a Roth IRA,
Step #4 – Assess with you your comfort with risk (your “Risk Score”), and
Step #5 – Deliver your personal Readiness Review Report.
If you have never worked with an advisor, through the Review you’ll discover in a low-key environment what to expect. If you have an advisor, you’ll gain a fresh, independent perspective.
Comprehensive and Objective Advice for Planning for Retirement
We bring a comprehensive approach to your unique situation. With a Second Opinion you receive objective advice based on principles and a time-tested planning process. Remember, there’s no better time than now to receive confirmation that you are on track. Or we may identify areas that can be addressed directly to enhance your feeling of comfort about your future.
Your Second Opinion Retirement Readiness Review will give you more options and help you avoid common and costly missteps. Click here to get started right away.
Find Out What We're Reading About