Relax into Retirement with a Plan

Puzzled by the events of the past few months and how it affects your financial future? We can help put together all the pieces with a personalized financial plan.

  • Are you approaching retirement within the next 5-7 years?
  • Would you like to have a clear plan on how to shift your portfolio and assets in the near future?
  • Would you and your partner/spouse like to get on the same page?

OUR PERSONALIZED FINANCIAL PLAN PROCESS WILL HELP YOU:

1. Gather all of your financial information in one place to help you determine when you can retire.

2. Choose between workable outcomes to increase the possibility of success in retirement.

3. Make new financial goals to reach your retirement efficiently.

HERE’S HOW SIMPLE IT IS:

1. Call us and we’ll send you a data worksheet. Fill it out and send it back. As simple as that!

2. You’ll meet with us (video conferencing available) for a review of your information and we’ll do a LIVE edit of your plan.

3. You’ll meet with Dennis or Heidi where they will present your plan and advise you accordingly.

SPECIAL PRICING FOR A MONEYGUIDE PRO® PLAN.

Through November 2020, we are offering our established client discount to you. The cost is regularly $1500, now only $750.

Start Now. Contact Meg Rosenberg to make an appointment:
Call (231) 947-3992 or email.