Broker Check

Your Financial GPS

 

YOUR FINANCIAL FUTURE IS NOT JUST ABOUT THAT 401K, IRA, HEALTHCARE PLAN, OR SOCIAL SECURITY. YOUR PERCEPTION ABOUT YOUR FINANCIAL FUTURE MAY BE SMALL BUT IN REALITY, THERE ARE MANY COMPONENTS TO A SUCCESSFUL FUTURE. 

YOUR FINANCIAL GPS CONTAINS THE REALITY OF YOUR FUTURE. THIS INCLUDES...

Income Planning

  • How much annual income will you need during retirement?
  • What is your monthly Income Gap?
  • On a scale from 1-10, how important is guaranteed retirement income?
  • Do you have a(n) account(s) that contractually guarantee’s your retirement income?
  • What % of your assets are structured to grow with protection of principle?

Investment/Tax Planning

  • Will inflation affect your investments?
  • What is your natural risk tolerance?
  • How will taxes affect your investments as you withdraw your savings?
  • What % of your investments would you like to risk?
  • Do you have Custom Built Portfolio/Plan?

Legacy Planning

  • Is it important for you to leave your family something?
  • How much do you need to leave to your family for them to be comfortable?
  • Will your assets be taxed?
  • Who will handle your estate when you are not around?
  • Do you have a will or trust created?

Healthcare Planning

  • How much will your monthly healthcare expenses be and how will you pay for them?
  • Do you know the impact of Long Term
  • Care Protection during your retirement?
  • Who have you designated to make your financial and healthcare decisions for you?
  • Does your current plan or accounts reference healthcare expenses?

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