Retirement Planning
We work in association with Safe Harbor Financial, LLC to bring you workshops for
individuals asking the tough questions about retirement money. In today's changing economy
we face some very unique issues. We have created this opportunity for
you to get
information on those issues, and if necessary get help.
"The Ten Most Common Mistakes People Make With Their Money"
- Is your money safe from changes in the economy and poor market conditions?
- Are you using the types of investment vehicles that never
lose money due to market risk?
- Will your heirs get all of your estate and Pay No Estate tax?
- Can your insurance and investment companies actually pay out if anything happens
to you, or is their money all on paper?
If you answered no to any of the above questions, you could benefit from our workshop.
Call our office at 269-983-2212 and find out how to answer yes to all of these questions.
Or keep watching this website for more information on when and where our workshops will
be held.
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