It’s Time For Your Hard Work To Pay Off
What could be more important than making sure you’re getting the best financial advice when you need it? For many, the objective is not to retire in the traditional sense, but to be free to enjoy your retirement years.
Miscalculating the true cost of living expenses during retirement can impact the sustainability of your assets. Whether your desire is to make sure your resources last, that you are not a burden to your family, or that your loved ones are taken care of, i•financial’s customized plans will ensure your continued financial security and freedom.
We dive into the true costs of retirement living to form realistic budget options that have the greatest potential to meet your long-term financial needs. Together, we will develop a balanced investment planning strategy in order to reduce risk and enhance stability. Let us evaluate your life-planning options including: long-term care insurance, living wills, estate planning, and more.
Contact us to set-up an in-person, online, or phone consultation today.
This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, MD, NC, NE, NM, NV, OR, PA, SC, SD, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. Tax Planning Services provided by Jacob Rivas at i•file Tax Planning and Preparation. i•financial and Commonwealth Financial Network® are separate and unrelated entities.
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