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WHY YOU SHOULD PLAN YOUR RETIREMENT WITH A CERTIFIED RETIREMENT COUNSELOR®

Focusing on 5 fundamental Retirement Principals  

Retirement planning

Retirement planning


Investments

Investments


 retirement plan design

 retirement plan design


Retirement income management

Retirement income management


Counseling & education 

Counseling & education 


Will I be Comfortable in Retirement?  Do I have Enough Money?

  • Have I saved enough?
  • Am I investing wisely?
  • Will I be able to live the way I want in retirement?
  • When can I retire?
  • When should I retirement?
  • When is it best for me to begin collecting Social Security?
  • Will my money last as long as I do?

A Certified Retirement Counselor®:

  • Is committed to high ethical standards and continuing education
  • Has met examination and experience requirements
  • Comprehends what today’s retirement plans and laws mean to you
  • Understands the dynamics of life changing issues
  • Can help them become retirement ready
  • Identifies appropriate retirement saving and/or income strategies for your particular situation.

Certified Retirement Counselor® Can Help You With Planning For:

  • Retirement Accumulation
  • Retirement Readiness
  • Retirement Transition
  • Retirement Income
  • Quality of Life Issues
  • Managing Your Wealth
  • Roth and Traditional IRAs
  • Rollover of Retirement Savings

    Start working with Todd Sepp a Certified Retirement Counselor® to help you answer your financial questions. 

    Unlocking the Treasures of Financial Wellness

    Does your financial life need a check-up? Grab this free guide to help you learn how to get your finances in shape. 

     

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