Broker Check

Questions to Consider

How do you know you are getting the right answers? You get the right answers by asking the right questions. Here are four important questions for you:

  1. Are you highly confident that the income you are/will be receiving in retirement will be plentiful and enough to sustain your current lifestyle throughout your retirement (21s century retirement may be up to 3 decades of retirement)? Or has it become somewhat obvious to you at some point you may begin to run out of money?
  2. Where will you be when you swap your first paycheck for a dividend check?
  3. Has your current financial adviser continued to earn your business? Do you see the need for a second opinion?
  4. Do you know exactly how much money you need to retire comfortably and/or stay retired comfortably? Would you like me to sit down and help you figure it out?