It’s not easy juggling

a career and a family.

With the pressures of saving for retirement, while maintaining your lifestyle, saving for college, and possibly taking care of an aging parent, it’s no wonder many families have a difficult time living a balanced life.

We can help.

Many families have a difficult time choosing between paying for college and saving for retirement. The good news is you don’t have to choose one or the other. There is a better way.

Here are 4 important questions to help you plan for retirement.

1. What rate of return do you have to earn on your savings and investments to be able to retire at your current standard of living and have your money last through your life expectancy?
2. How much do you need to save on a monthly or annual basis to be able to retire at your current standard of living?
3. How long will you have to work before retiring and will you live your current lifestyle to life expectancy?
4. How much will you have to reduce your standard of living to make your money last?

Get clear
about your finances

There has to be a better way! If we could help you find additional money without increasing your risk, decreasing your lifestyle, having you work longer, or sacrificing college for your children, would you want to learn more?

We can help you answer these important financial questions in 10 minutes or less.

Other issues to consider:

• How to reduce debt while at the same time maximizing retirement savings
• How to properly allocate investments
• How to make sure your family is protected, especially if you have small children
• How to understand insurance choices
• How to pay for your child’s education at the same time you save for retirement
• How to take care of aging parents
• How to determine your magic number of retirement assets you need to retire

We’re here
when YOU need us

When you work with us, you have one contact person that’s not an 800 number.

Request our FREE Retiree's Guide to Social Security