Conventional wisdom is only half the story!
Are you nearing retirement and fear that you’ll have to delay it and keep working?
You may still be able to retire as planned, or you may need to figure out how much longer you should work. Did you know it’s possible to protect your retirement savings if you become ill or need care? Get educated.
Are you already retired and afraid you’ll outlive your money?
Depending on your risk tolerance, you may be okay without realizing it, or you may need to reconsider your distribution strategy. It is never too late to make a plan.
Are you comfortable with your nest egg but nervous about market conditions?
Small adjustments you make now could have a big impact on your future. Should you be more conservative? Is your portfolio on track to provide for retirement?
Do any of the above scenarios ring true? If so, I can help. The conventional approach to investing – stay the course, for better or for worse – isn't bad, but it’s only half the story. As a financial advisor, my job is to help you overcome your financial fears by giving you the knowledge you need to take decisive action.
Get the full story on how to actively plan your financial future free from fear.
Call me now to schedule your free financial assessment.
16775 Addison Road Suite 110
Addison, TX 75206