Financial planning pre-retirees and retirees
DON'T LIMP INTO RETIREMENT.
There’s a time to tackle issues on your own. And there’s a time to seek help.
Don’t leave your last decades to chance.
There’s a lot going on out there that can affect your savings here. We’ll help you make sure you’ve got it all covered.
Withdraw safely
Ensure that you're regularly taking out a safe amount.
Cover medical costs
Health can be a wildcard.
Be prepared.
Secure your savings
Provide for yourself and
your family.
We’re helping all kinds of people.
Through all kinds of changes.
It seems like things are changing faster than ever. But it’s important to remember that the only constant is change. We’ll help you through all the transitions to make sure that your financial security remains the same top priority.
CREDENTIALS
CFP®, LUTCF®
Court of the Table, Million Dollar Round Table (MDRT)*
New York Life, President's Council
Investment Advisor Representative, Eagle Strategies LLC^
Bachelor's Degree, University of Redlands
*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
^Eagle Strategies LLC is a New York Life Company.
THE SUCCESS PATHWAY
2.
Review your current financial position
No prep work needed
3.
High level review of the plan you have in place
We'll help you define it
4.
Head towards the well-groomed path
We'll stay right behind you
START RIGHT NOW.
AND SECURE YOUR LEGACY FOREVER
Many people look forward to retirement thinking that’s when they can finally relax. But because of a lack of adequate planning, far too many people then find out how stressful it can become. With our help, let’s make sure you can truly embrace retirement living.
CONTINUE READING
At the Pathway Financial Group, we know you wish to be independent as long as possible. But in order to do that, you need to reach out for a little bit of assistance now to ensure that you’re fi nancially secure. You’re going through a lot of transitions in life that make you even more anxious to let go of what you have. You might even feel like it’s too late to change now.
We understand how you feel. It’s easy to get caught up in all the worries that come with older age: fear of outliving your savings, scared that your investments won’t keep up, the rising cost of medical care, and more. We’re ready to come along side you to help you in your transition from asset accumulation to deaccumulation so that you can continue to provide through all the changes. We can help. Here’s how:
Schedule a 45-minute meeting.
Review your current financial position.
High level review of the plan you have in place.
Head towards the well-groomed path.
Meet with us, so you can approach your path with confi dence. You have nothing to lose if you do, but a lot to possibly lose if you don’t. Start now.