Free Retirement Plan Review 561 214 4709

Statistics show that over 75% of Americans with retirement plans short change themselves 30% or more of potential retirement benefits and the reason is very simple Lack of education and knowledge. Instead of the future retiree truly making a study of all the options and factors the vast majority simply accept the advice of an accountant (not trained in investments but instead in number crunching a fund sales rep or banker (with vested interests to present what they do)... and because of our American herd mentality we accept the authority as Gospel . And most people (possibly you) are not aware of even some of the most basic options. One option is to provide for an Income Tax free retirement. Another is to use a vehicle that in exchange for taking slightly fewer gains in the market all assets are protected in the case of a market decline. Products that do that are commonly available... but not explained or offered to a large part of the population. HR managers of corporate retirement plans are not financial counselors yet their word or the word of a fellow employee is accepted. We don t know where you sit but chances are... you don t know either.We offer a free and comprehensive review and presentation of alternatives and there is never a fee for our services. Much of this can be done on line at your convenience. You don t like what we say you don t have to figure a way to get us out of your home or office. You just break the connection. By the way no one has so far... Call 561-214-4709 today and ask for Joe email care of this posting or visit our web site at affordablepersonalretirementplan.com for a conceptual overview. Evening calls accepted personal arrangements within 100 miles of Fort Lauderdale can be scheduled after an intial phone conversation. retirement pension 401k 304b financial help retirement review retirement porfolio private pension plan income tax free retirement no market risk IUL financial planner

11-12-2024 UNITED STATES, Bonita Springs, FL

Category: Financial Services

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