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⌟ Retirement Planning

It’s not going to be your parents’ retirement – rewarded at 65 with a gold watch, a guaranteed pension, and health insurance for life. For many people, retiring in this new century is a mystery.
Earlier generations of workers could rely on employer-provided pensions, but now many workers will need to rely on their own work-related and personal savings plus Social Security benefits. These savings have to last longer because people are living longer, often into their eighties and nineties.

If you are one of those people who want to plan for retirement, this free booklet is for you.

Today’s (and tomorrow’s) retirees may well have a new kind of retirement. With a longer and healthier life span, bikes, boats, planes, and RVs may be part of your life, because you are more likely than previous generations to be an active older American.


Frequently Asked Questions

Q : How to Switch Banks?

A: Most of the time clients can keep their commercial banking relationship as we handle the investment side of the ledger. We can easily link your investment account to your checking or savings account. That way we can send you money when you need it or add to your investment account when you have a windfall or bonus.

Q : Why should I spend money on a financial advisor?

A: Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.

Q : Can I get help with my debts from a financial advisor?

A: Absolutely, as part of our needs analysis we look at the debit side of the ledger to make sure a plan is in place to deal with the debt burden.

Q :  Which type of financial and investment advisor should I choose?

A: Do you want to receive advice that’s objective and based solely on what’s best for your situation? Or do you want to receive advice that could be influenced, at least in part, by how much money the advisor will make based on the recommendations? The only way to ensure that the recommendations you receive from your advisor are totally, 100 percent unbiased is to work with a Registered Investment Advisor.

Possible Risks

  • Market Risk.
  • Liquidity Risk.
  • Concentration Risk.
  • Credit Risk.
  • Inflation Risk.
  • Horizon Risk.
  • Foreign Investment Risk.

We will help you to understand:

  • Retirement Financial Planning 
  • Wealth Creation
  • Asset Protection
  • Investing for Retirement
  • Possible Risk Factors

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