planning your retirement planning your retirement 3 steps to success!
TRANSCRIPT
PlanningPlanningYour Your
RetirementRetirement3 Steps to Success!3 Steps to Success!
Steps to Successful Steps to Successful Retirement PlanningRetirement Planning
What is important about money to What is important about money to you?you?
Security
Peace of Mind
???
Steps to Successful Steps to Successful Retirement PlanningRetirement Planning
What is important about money to What is important about money to you?you?
What are your important goals that What are your important goals that take money, and planning, to take money, and planning, to achieve?achieve?
Retire:Retire:March 1, 2012March 1, 2012
$50,000$50,000
Financial RoadMapFinancial RoadMapGoalsGoals
$110,000$110,000
Steps to Successful Steps to Successful Retirement PlanningRetirement Planning
What is important about money to What is important about money to you?you?
What are your important goals that What are your important goals that take money, and planning, to take money, and planning, to achieve?achieve?
What is your current financial What is your current financial reality?reality?
Our Goal
Why Do I Need a Why Do I Need a Retirement Plan?Retirement Plan?
Highly Successful Highly Successful Businesses…Businesses…
Start with a Start with a Business PlanBusiness Plan
Security
Peace of Mind
???
Retire:Retire:March 1, 2012March 1, 2012
Financial RoadMapFinancial RoadMapGoalsGoals
??????
Diversify
Add Long Term Care?
Change Tax Deductions?
Estate Planning
Deliverables Team
Residential Real Estate
Employee Benefits Specialist
Long Term Care Specialist
Estate Planning Services
Merger & Acquisition Advisory Services
Casualty Insurance Services
Contact Us
Burns Capital Investment Advisors, Inc.
(503) [email protected]
Schedule your complimentary Financial RoadMap Meeting Today!
