You can be many things. One of things should be "prepared for the future".
Below is more details of how we can work together.
Phone: (740) 703-6606
My conversations revolve around maintaining your ideal lifestyle during retirement to have complete confidence in not running out of money. Full planning includes planning for illness, one spouse passing away before the other, market shocks, and high inflation while efficiently using life insurance to get tax efficiencies. I walk you through the crucial steps before you or your spouse gives up your current job to help ensure you won’t struggle financially.
To create a life-changing financial experience, I work towards sourcing dependable and guaranteed income streams to support you during retirement.
Ongoing quarterly or annual monitoring of your plan helps to ensure you’re reaching your desired goals and making the necessary adjustments.
You want to make your portfolio work for you to maximize its potential. There are strategies that can be done to enhance what you are currently doing. Just book an appointment, virtually or in-person to discuss what you can do.
Here's the Thing,
Let's Start with a Conversation
[ Casual. Easy, and Open. It's just coffee ]
Find your proportions of Equity to FIxed Income percentages and see where you fall in risk tolerance.