Financial Consultant

1. What’s my Employer-sponsored 401 (k) balance look like today?

2. What will my Employer Pension Plan pay me on Retirement?

3. I just lost 30-40% of my retirement in the crash what can I do?

4. How much of your personal monthly income is guaranteed — not stock market driven.

5. What other assets do I have?

   • Personal IRAs, CDs, 403(b)s, Savings Accounts

   • Personal (non-retirement) Stocks and Bonds

   • My Home — Is it paid for in full?

   • Other Real Estate (e.g., land, rentals, commercial)

   • Valuable Artwork or Antiques

   • My Rental or Business Income

   • Are you paying your advisor too much?

6. Is my return on investment to low for the risk I’m taking?

7. Should I be learning about Crypto Assets?

1. Will my cash flow support my standard of living?

2. What will my expenses be when I retire? How can I change them?

3. Do you Know what you will receive in income from Social Security, Savings? How do I maximize it?

4. What will my health care cost? How can I control it?

5. How will inflation affect my retirement?

6. Can I keep from running out of money?

7. Is it possible for me to retire now?

8. How can I keep from running out of money?

Or maybe everything is paid for, and you have no significant debt, other than a couple hundred dollars on your monthly credit card bill which you always pay off. That’s great!

Any way you look at it, debt is a real consideration when planning for your Retirement. Let us show you how we can help.