Putting Together Your Retirement Plan
With your help, we will put together your own personal written financial retirement plan. Your cost is a little bit of your time. I do this because after seeing the plan we put together, many people have been impressed enough to become clients. I look forward to working with you.
Your personal retirement financial plan will contain three parts. Part 1 will be your goals. Part 2 will be the risks you face that could derail your goals. Part 3 will be step-by-step instructions that you need to follow to overcome these risks to accomplish your goals.
Whatever happens to the stock market, no matter what happens to the economy, you will have all the income coming in to accomplish all your goals on a guaranteed basis.
We will put together your own personal written retirement investment plan. The investment plan is going to show you how much risk is embedded in your portfolio right now so you can see if you are comfortable with that much risk.
To put together your personal retirement financial plan, we will need to meet to help me determine where you are today and what your goals for retirement are. Before we meet, I ask you to complete a financial form. This allows me to be prepared for our first meeting.
You may click the button below to complete the form online (this website has SSL security, so your information is secure). You may access the form as many times as you need in order to complete it.
If you prefer, I can email or mail the form to you to complete and return to me by fax, email, or mail.
Once I have that we can set an appointment to meet in person or online. If you are married, I need to meet with both of you together.
After our meeting I will put together your personal written retirement financial plan.
Once your plan is completed, we will meet to go through the plan and answer any questions. Your only obligation is to provide me your information, meet with me for an initial interview and a second time when I have the plan completed for you. It is that simple.
The plan will give you an accurate assessment of where you are today. It will show you a path to go forward for a carefree retirement, or it will confirm your current plan is on the right path.
If you are ready to move forward, click the button below to go to the financial information form. If you would like to talk to me before deciding to go forward, click the other button, and we will schedule a time to talk on the phone for a few minutes to see how this might help you.