Your Personal Assessment
Insurance – Long Term Care, Life, Annuities
Bonds and Stocks
IRA – Roth, SEP, Simple, Traditional
Major Purchase Planning
(what we can help you with):
Big life changes (health, divorce, assisted living, deaths) equal big financial changes.
The IRS requires you to take withdrawals from IRA’s. • Inflation has one of the biggest impacts on your retirement.
Rebalancing your portfolio on a regular basis is a way to reduce risk.
A stable portfolio considers the right mix of assets… and it changes over time.
Strategy is critical when deciding how and when to draw social security.
Preparation is essential to protect your estate (think: inheritance tax, beneficiaries).
Important Disclosure: Investing involves risk including loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Asset allocation does not ensure a profit or protect against a loss.
Are You Prepared? Find Out Now.
Please check the appropriate boxes that best represent your current situation.