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ACTION ITEMS as we approach 2014

The end of the year is an ideal time to examine your financial health and update your financial plans.
  • Do you have a definitive financial retirement plan?
  • Has your financial plan been adjusted for your life changes?
  • Are you still on track to reach your retirement dreams/goals?
  • Can your retirement successfully withstand another stock market correction?
  • Is your portfolio positioned for rising interest rates and a potential bond market decline?
  • Have there been any life changes (marriages,deaths, divorces, etc.) since your financial plan was last reviewed and adjusted?
  • Do you anticipate any up coming life changes?

Here is a list of services that we can provide that could make a difference in helping you to reach your dreams and goals.

  • Social Security Maximization Report – complimentary
    • Maximizing Your Benefits
    • Filling the Income Gap
    • Consider the effects of Social Security Taxation on your net benefits
    • How does/will working in retirement affect your benefits
  • Retirement Plan
    • Prepare New Plan – schedule a complimentary appointment
    • 2nd Opinion on Current Plan – complimentary
  • Annuity Policy Review¬† – complimentary(recommended for policies older than 3 years)
  • Life Insurance Policy Review¬† – complimentary (recommended for policies older than 3 years)
  • Beneficiary Review – complimentary
  • Portfolio Analysis and Review – complimentary
For any of these services, or to schedule your complimentary, no obligation consultation, email or call 770-817-8988.