It’s Go Time!
You’ve finally reached the destination … your retirement! And now it’s GO TIME! After years and years of making contributions to your company plan, it’s time to roll it over. But how? And where? And when? You’ve been working a long time, and now it’s time to make your money work for you. At Prout FinancialDesign, we think this is one of the most exciting times in planning. Why? Because you have options!
One of our favorite ways to help you put it all together is by completing a FinancialPlan using our financial planning software. We can combine your personal goals with the details required for long-term planning, which include Social Security, Investments, Health Care Costs, Lifestyle, Property, Giving and even more!
Join us today for a topic that affects a large percentage of our clients and listeners.