According to the American Savings Education Council, most Americans spend more time planning for a two-week
vacation than planning for retirement!
Helping clients reach their retirement goals is my primary objective. There are
many options for your retirement but the first step is developing a
strategy. As a financial services representative located at SeaComm Federal Credit Union
, my job is to help you, whatever your age, create a sound
financial strategy for the lifestyle you want to live in retirement. Let's get
together and create your retirement plan. Together we'll answer the tough
questions to give you peace of mind: Are you saving enough? Will you outlive
your retirement income? How much insurance should you have? Do you have the right balance
and mix of investments? Are your financial expectations realistic?
Over the last 15 years, through workshops and personal
interviews, I've helped a great number of clients create a strategy to help
reach three key financial goals: 1) wealth accumulation during their working
years, 2) security and independence in their retirement, and 3) transfer their assets
in the most advantageous way. Specifically, I may be able to help you:
-
Retire more comfortably
-
Protect your assets and your financial future
-
Fund your children's or grandchildren's education
I am a Registered Representative of CUNA Brokerage Services, Inc., member
FINRA/SIPC. I am also a licensed representative of CMFG Life Insurance Company.
It's easy to get started. Please contact me for a no-cost, no-obligation
consultation.