Home >Documents >Planning Your Retirement Planning Your Retirement 3 Steps to Success!

Planning Your Retirement Planning Your Retirement 3 Steps to Success!

Date post:31-Mar-2015
Category:
View:219 times
Download:2 times
Share this document with a friend
Transcript:
  • Slide 1

Planning Your Retirement Planning Your Retirement 3 Steps to Success! Slide 2 Slide 3 Steps to Successful Retirement Planning What is important about money to you? What is important about money to you? Slide 4 Security Peace of Mind ??? Slide 5 Steps to Successful Retirement Planning What is important about money to you? What is important about money to you? What are your important goals that take money, and planning, to achieve? What are your important goals that take money, and planning, to achieve? Slide 6 Retire: March 1, 2012 $50,000 Financial RoadMap Goals $110,000 Slide 7 Steps to Successful Retirement Planning What is important about money to you? What is important about money to you? What are your important goals that take money, and planning, to achieve? What are your important goals that take money, and planning, to achieve? What is your current financial reality? What is your current financial reality? Slide 8 Slide 9 Slide 10 Slide 11 Our Goal Slide 12 Slide 13 Why Do I Need a Retirement Plan? Slide 14 Highly Successful Businesses Start with a Business Plan Slide 15 Slide 16 Security Peace of Mind ??? Slide 17 Slide 18 Retire: March 1, 2012 Financial RoadMap Goals ??? Slide 19 Slide 20 Slide 21 Slide 22 Diversify Add Long Term Care? Change Tax Deductions? Estate Planning Slide 23 Slide 24 Deliverables Team Residential Real Estate Employee Benefits Specialist Long Term Care Specialist Estate Planning Services Merger & Acquisition Advisory Services Casualty Insurance Services Slide 25 Slide 26 Slide 27 Contact Us Burns Capital Investment Advisors, Inc. (503) 538-4103 [email protected] Schedule your complimentary Financial RoadMap Meeting Today! Slide 28 Slide 29

Popular Tags:

Click here to load reader

Embed Size (px)
Recommended