TAKE THE CHALLENGE
How prepared are you for retirement?
The Checklist Challenge will tell us.
When it comes to your retirement, you don’t want to leave anything to chance. We don’t want you to, either.
Fill out this 34-point Checklist Challenge, which will measure your retirement readiness and help us understand how we can best serve your needs as you prepare to live the future you always envisioned.
Together we will examine:
Whether you’re taking an appropriate level of risk
How your assets and liabilities stack up
What gaps you may have in your current plan
Together let’s rise to the challenge — starting today!
ABOUT OUR EVENTS:
Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more.
Our Commitment to You We help our clients enjoy their retirement with confidence by offering unbiased, skilled advice
RELATIONSHIPS
FAMILIES
CARING
3 Essentials for a Successful Retirement
By Jennifer Lahaie
In this 5-minute read, founder Jennifer Lahaie outlines why it’s important to have a clear vision, an income distribution plan and a tax strategy when setting the table for your retirement.
Click the button to read Jennifer’s Kiplinger.com article now!
Ready to take THE Next STEP?
For more information about any of our products and services, schedule a visit today.