You already know the questions, you need answers. You are unlikely to find many worthwhile answers in today’s product sales-oriented marketplace. There is no magic bullet or super product that can answer any of these burning questions.
The only viable answers are to be found within yourself. Since you are a unique individual, you must develop your own unique solutions. You really must do it yourself, but you don't have to do it alone.
We have more than twenty years of proven experience helping people accomplish just that before, during and after retirement. We are in the answers business.
THIS IS NOT YOUR GRANDFATHER’S RETIREMENT!
Few people can expect to turn 65, get their gold watch and retire comfortably on their Social Security, pension and small savings.
With disappearing pensions, questionable Social Security benefits and shrinking yields, you desperately need a reliable retirement solution.
♣ STRATEGIST'S CORNER ♣
Last Will & Testament: Add a Letter Covering These 14 Wishes
Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic info, and will save your family significant stress during a difficult time.
1. People to be notified at the time of death, 2. Listing advanced funeral arrangements.,3. Location of personal papers, 4. List of bank accounts and bank locations. 5. Listing of credit cards. List by issuer and card number and nine (9) more that are detailed for your information.
THE RETIREMENT SOURCE
Our name says it all!
Retirement is who we are, it is what we do and is what we have done for over 20 years