Who is this for?

• Age 55 to 64
• Preparing for retirement
• May have adult children
• Increased Net Worth

Priorities

• Almost done paying mortgage
• Little to no debt
• Retirement savings is top priority
• Staying on budget
• Reducing income tax
• Taking care of the “What-ifs?”
  • Critical Illness
  • Premature Death
• Make a will
• Consider powers of attorneys
• Making sure health insurance is adequate

Contact Us