Broker Check

Are You Ready For Your Journey?

Whether your goal is preparing for retirement, saving for college, or an estate strategy, we enjoy working with our clients to identify and help resolve their financial conflicts, so they can lead a more prosperous and peaceful life. We believe there is more opportunity to serve our clients by helping them avoid the losses, than by picking the apparent winners. If you are serious about your financial future you should know the answers to these four questions…

1. What rate of return do you have to earn on your savings and investment dollars to be able to retire at your current standard of living and have your money last through your life expectancy?

2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living and have your money last till life expectancy?

3. Doing what you are currently doing, how long will you have to work to be able to retire and live your current lifestyle till life expectancy?

4. If you don’t do anything different than you are doing today, how much will you have to reduce your standard of living at retirement for your money to last to your life expectancy?

So, are you ready?  If you’d like help in finding the answers to these questions, please call our office at 570-523-3383 to schedule a meeting.