As You Think About Your Current Retirement Plans,

Simply Mark The Following Eight Statements Either True Or False.

 

1. I have a full financial, tax planning, and legal team and they all work well together.

 True   False

2. I work with tax-planning professionals who test multiple scenarios and show me how to save money on taxes.

 True   False

3. My retirement plan accounts for all medical costs, and I have sufficient income and assets to cover my healthcare needs.

True   False

4. Everything is organized and documented, and there’s a clear map to settle my affairs with minimal taxes and legal costs.

 True   False

5. I have a completely documented retirement plan. I fully understand how it works and my spouse would know exactly what to do if I were to pass away unexpectedly.

 True   False

6. My assets are fully segmented in different buckets and invested according to purpose for the money, time horizon, risk tolerance, and tax strategies.

 True   False

7. All my income needs are covered by stable and sustainable lifetime income sources.

 True   False

8. I have confidence and clarity that all aspects of my financial and estate situation are under complete control.

 True   False

 

If You Marked Any Of These Statements False – We Can Help.

Feel Free To Schedule A Complimentary Consultation.

Call (336) 291-3535 or Click The Free Consultation Button Below.