Target age: 60-70 years of age.

Tips for success:

Develop a budget for retirement expenses. A Written Financial Plan helps identify the strategy and actions necessary to transition from earned income to unearned income.  At least once annually, you should schedule an appointment with your Investment Executive to update and fine tune your Written Financial Plan for any significant changes.


Additional considerations:

  • Work on ways to satisfy basic income needs with fixed guaranteed investments.
  • Build a portfolio to fund the extras and unknowns and prepare to make it last your lifetime.
  • Assure that the high likelihood of long term care expenses are identified and planned for.

Whatever your needs, we can help with:

General Services

  • Free Portfolio Analysis
  • Diversification
  • Dollar Cost Averaging

Mutual Funds

  • 4,000+ different funds available

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