“You didn’t plan to fail….

….you failed to plan.”

TOP 5 RETIREMENT CONCERNS WE CAN HELP YOU ADDRESS

  • RUNNING OUT OF MONEY

  • MEDICAL EXPENSES

  • MARKET RISK

  • TAXATION

  • INFLATION

RUNNING OUT OF MONEY

Reasons why you could run out of money:

– not saving enough
– underestimating your expenses
– poor investment decisions
– unexpected expenses
– you’re relying too much on social security

MEDICAL EXPENSES

Fidelity investments came out with a report which stated that medical cost of a couple retiring in 2018 will be somewhere around $280,000. That’s up 75% in the last 15 years. Could medical costs go up another 75% in the next 15 years?

MARKET RISK

Where is it written in finance that you have to lose money in order to make money?

“#1 Rule of investing is Never lose Money”
“#2 Rule is don’t forget rule #1”
  – Warren Buffett

TAXATION

Is there a way to minimize the taxation on your estate? Will the Internal Revenue Service become the primary beneficiary to all of your hard earned assets?

INFLATION

Inflation is, at it’s essence a measure of how prices increase and money’s purchasing power decreases over time. While inflation has always been a factor for financial planning, it has taken on increased significance now that seniors could have a retirement that runs as long as their career.

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Our team of licensed professionals can help you control financial losses and gains through proper planning. Consolidating your assets can save you time and money.

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