Can you confidently answer these questions?
• How much money do I need to retire comfortably?
• How will my family survive if something happens to me?
• How am I invested? Why am I invested this way?
• How will my children pay for college?
•What are my strategies for maximizing my Social Security benefits?
•What makes me nervous about my finances?
"A goal with out a plan is just a wish"
If you cannot confidently answer the above questions, please reach out for a free complimentary consultation
Master Elite Advisor, Ed Slott Elite IRA Advisor Group
Sid Misra CRPC®
National Social Security Advisor Certificate Holder
Ed Slott's Advisory Group is a group of financial professionals who pay a fee to attend a seminar that explores regulations, tax updates, and other issues regarding individual retirement accounts. It does not qualify a financial professional to provide investment recommendations or advice. Beacon Financial Group, Ed Slott `s Advisory Group, and LPL Financial are separate and unrelated companies
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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