Retirement Planning

iowa-des-moinesWhat Are Your Retirement Goals?

  • Do you have a plan?
  • What are your short and long term goals?
  • How do you plan on accomplishing these goals?
  • Have you explored ALL of your options?

For most Americans, the answers to the questions above can be unclear due to Wealth & Asset concerns, such as:

  • Whether you’ll outlive your Income
  • Income Challenges
    1. Fixed Incomes
    2. Spouse passes away/Income loss
    3. Medical, Prescription Drug & Insurance Cost increases
    4. In home care, Assisted Living and Nursing Home Care costs
  • Taxes
  • Inflation
  • Assets not properly protected

When was the last time your Trusted Advisor met with you to discuss the following?

  1. Your short and long term Retirement and Estate Goals.
  2. Paying for Nursing Home Care or Catastrophic Illness.
  3. Your current & future Tax Strategy Options or a Family Stretch IRA.
  4. Your Wealth & Assets distribution plans and strategy.
  5. Having the proper legal framework in place to meet your goals.

Our Goal: Protect & Preserve Your Wealth for You and Your Family! If you would like us to help you assess and/or improve your retirement plans, please give us a call so that we can help you feel better about your financial future and legacy!

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