Do You Need An Advisor?

TAKE THIS 30 SECOND TEST

 

Do You Fear.......

the possiblity of outliving your income, becoming disabled or dying young?    

having enough funds or insurance in case of a crisis situation?                         

your heirs paying estate taxes upon your death?                                            

the stock market crashing or the economy collapsing?                                    

that your 401(k) is not staying consistent with your risk tolerance & goals?     

that you or a loved one may need long term care?                                        

having your identy stolen?                                                                            

that you do not have adequate knowledge to take money out of your IRA option to choose tax-free or which when taking your minimum distribution at age 70 1/2?          

If you answered YES to 3 or more questions, you should schedule an appointment now for your free/no obligation evaluation by calling (806) 358-2206.

 

 

IS YOUR CURRENT ADVISOR....

a licensed CPA?                                                                                            

providing income & estate tax planning?                                                          

providing an insurance review?                                                                         

providing 401(k)/other retirement account reviews?                                          

offering college education funding analysis?                                                      

offering Free/No Obligation annual wealth care check-ups?                          

If you answered NO to 3 or more questions, you should schedule an appointment now for your free/no obligation evaluation by calling (806) 358-2206.