I would like to offer you the opportunity to participate in an exercise that may help you identify and protect your current or future retirement lifestyle from significant financial risk.
This question is part of my Estate Planning Seminar and will help you identify how extended family can pose a financial risk to your retirement lifestyle.
I have two questions I am going to ask you – take 30 seconds on each question. You may find it helpful to put a mark down each time you think of an individual or family.
Please access this thought-provoking exercise below. You are not required to submit your answers or provide any personal information.
To set up a no-nonsense confidential review to determine if our Smart Estate or other proven financial strategies will work for you, contact us at 1-800-665-7707 or Email firstname.lastname@example.org