Our Complimentary Consultation
Don't Make the Same Mistakes as Everyone Else
Ø How far are you from retirement?
Ø What major concerns do you have about your retirement?
Ø What sources of fixed income will you have in retirement? (Social Security-Pensions-Etc.)
Ø How much have you accumulated as far as a retirement nest? (401(k)-IRA’s-Etc.)
Ø How is your retirement nest egg invested—What is the risk taken vs return received?
Ø How much debt will you carry into retirement?
Ø Do you have a retirement income game plan?
Ø Have you taken steps to protect your retirement nest egg from the nest market crash?
Ø Are your wills up to date?
About the Author
Bob feels strongly that you only retire once leaving no room for mistakes. He is dedicated to building and more importantly preserving investors assets. Bob is a Financial Advisor with Cambridge, an independent broker-dealer, honored to be among the most respected firms in the industry.