Financial Review

Is your financial strategy sound for retirement?

3-Step Financial Review

1. Timing is everything

The time to get the answers to questions is usually not once you have retired, but now, when you might still be able to make adjustments to help you achieve your goals.

The first thing we do for you:
We'll discuss your goals, your dreams and the things you wanted to focus on in order to bring meaning and fulfillment to your lives.

2. Retirement Income Strategy

Finding out whether you can take your dream trip and have enough income to last throughout your retirement based on ideal conditions is just the first step. You'll probably want to know what your retirement income would look like should the unexpected occur.

This typically includes:
We'll project what could happen to your retirement income under a variety of conditions, and give you a plan that typically includes:

  • Income Planning
  • Investment Planning
  • Tax Planning
  • Health Care Planning
  • Legacy/Estate Planning

3. No Strategy is the same

We know your situation isn't like the family we just helped last and know that we will answer all of your questions.

Some questions we often get are:

  1. What if you have a long-term illness? How would long-term care expenses impact your retirement?
  2. What would happen if one or both of you lived longer than expected?
  3. What impact might inflation have on your projected retirement income?

Schedule a Complimentary Consultation

If you would like to schedule a complimentary consultation with one of our fiduciary advisors, please fill out the form today!

Why spend another moment wondering about your financial future?

  • This field is for validation purposes and should be left unchanged.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a webinar.

Or give us a call at (877) 213-SAFE (7233)