Preparing for a Worry-Free Retirement

• Selecting a Financial Advisor or Certified Planner
• Better Understanding Investment Statements or Strategies
• Knowing What Questions to Ask Your Advisor (Annually)
• Better Understanding Your Personalized Financial Plan
• Retirement Readiness Checklist/Education
• Retirement Drawdown Theories/Education
• Education on Do-It-Yourself versus Advisor (Pros/Cons)
• Retirement Software Basics (Free Tools/Resources)
• Better Understanding Your Investment Fees
• Knowing What to Expect from Your Financial Advisor
• Portfolio/Diversification Education
• US Treasury Bonds – Notes/T-Bills (Fixed Income Education)
• Importance of Building a Financial Team
• Lead Your Financial Team thru Strengthening Your Education
• Financial Protection Education
• Simply Getting a Second Opinion on ANY OF THE ABOVE!

***Note: We are not registered Investment Advisors. We do not provide client specific Tax, Legal, or Investment recommendations. Our services are for Educational purposes only & should NOT be construed as personal advice.