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Find out if your retirement strategy will address the 7 major risks in your retirement

Professional guidance • No Obligation • Financial Review

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What does your current retirement plan look like?

  • Whether you’ve never created a written retirement plan
  • You have a plan in place but know it needs to be better
  • You’ve spent time with another advisor building a plan but want a second opinion

A Retirement Tune-up financial review™ is just for you!

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Even a Ferari needs a tune up now and again!

When’s the last time you got a second opinion on your financial strategy?

 

Here’s how it works:

Our process starts with a no-obligation Retirement Tune-Up® financial review and could end with presenting you with a complete financial strategy that addresses we believe are key areas of a healthily retirement lifestyle, from daily income to healthcare costs to taxes.

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1 Evaluate

Schedule your Retirement Tune-Up® financial review to find out if your current plan is on track to meet your retirement goals.

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2 Plan

Meet with our team to discuss your results and map out a 5-Star Retirement Plan™ to steer you toward your goals.

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3 Implement

Once you are satisfied that our strategy will help you achieve your financial goals, our team of professionals will put your plan into action!

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4 Review

We’ll continually review your goals and your strategy to determine if any changes are needed during your retirement journey.

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What’s a 5-Star Retirement Plan™?

According to Dr. Wade Pfau from The American College1, there are seven risks retirees face.

  1. Inflation
  2. Longevity
  3. Long-term illness
  4. Rising health care costs
  5. Changes in government programs
  6. Death of a spouse
  7. Sequence of returns

All of our advisors are equipped to help you combat these risks. Using our 5-Star Retirement Plan™, we can build you a custom plan that helps you work toward your ideal retirement.

1 Dr. Wade Pfau. Retirement Researcher. “The Changing Risks of Retirement.” Accessed September 12, 2019

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    Income

  • investments

    Investments

  • estate_plan

    Estate Plan

  • taxes

    Taxes

  • healthcare

    Healthcare

No one can predict the future, but our Retirement Tune-Up® financial review can help you prepare for it.

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