WHY YOU SHOULD PLAN YOUR RETIREMENT WITH A CERTIFIED RETIREMENT COUNSELOR®
Focusing on 5 fundamental Retirement Principals

Retirement planning

Investments

retirement plan design

Retirement income management

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.
A 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.
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