Is Your Advisor Asking the Right Questions?

Does your advisor ask about your retirement goals or how long you think you might live? Does your advisor review your tax return? And, does your advisor ask you what keeps you up at night? How well does your advisor really know you?

Here are just a handful of the things that we'll discuss:

  • Why looking at a tax return is critical to long-term planning
  • Why life expectancy can make a difference in investment mentality
  • How sequence of returns risk can impact your retirement drastically


Your Retirement Income Planning Checklist Thumbnail (booklet version)

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