SCHEDULE A RISK EXPOSURE REVIEW:
Do you know how much of your income can be affected by a market downturn? Many people think that they have a good handle on their income, but you may not know all of the factors. A Risk Exposure Review will give you clarity on whether now might be a good time to make some adjustments or continue to do what you’re doing now.
REQUEST A RETIREMENT INCOME ANALYSIS:
Let us do a complete analysis of the different sources of income you plan to use in retirement, which might include your 401k, personal savings, Social Security, or even a pension. With everything laid out on the table, we can work with you to help create strategic ways to make your money last as long as you live.
DEVELOP A HOLISTIC FINANCIAL PLAN:
The easiest way to ensure you have a good retirement is with a detailed plan. With this being said, there’s a big difference between having a financial portfolio and a financial plan. Sit down with someone here at Wealth Preservation, LLC. to develop a sound financial strategy that is designed to hold up – regardless of what happens in the market.
CONTACT US AT 1-800-313-PLAN (7526) TO SET UP A COMPLIMENTARY CONSULTATION.