Back 9 Plan
Essential vs. discretionary
No cost to complete, one-page, customized plan
Let us compare your “do-nothing/as-is” plan to OUR plan
If fortunate to have a pension, we can show you how to compliment it with lifetime income, which can also be tax free
Long Term Care Protection: Plan for it, just in case.
We are 3X more likely to become disabled than to die prematurely
Average LTC cost: $100,000
Advantages of an RIA?
Fiduciary, Independent, NOT “firm-first”