Thinking about retirement?
Learn about the 10 Factors to consider when developing your strategy:
#1: Plan for a long life
#2: Health care expenses may increase
#3: You may need a housing plan (or two)
#4: Plan for long-term care assistance
#5: Consider the potential impact of inflation
#6: Reconsider your goals
#7: Social Security benefits
#8: Taxes in retirement
#9: Distribution strategies
#10: The role of insurance in retirement
Conclusion? What financial goals look like will be different from person to person, based on individual values and priorities. Have you thought about yours? Contact us today to learn more.
Information contained in this brochure is for informational purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Be sure to speak to qualified tax, legal and financial professionals before making any decisions about your personal situation.
Toll Free: 866-481-5550
Fax: (239) 481-5545
13450 Parker Commons Blvd.
Fort Myers, FL 33912
Cities We Serve