WHAT'S YOUR

RETIREMENT INCOME CONCERNS?

KNOW YOUR RETIREMENT INCOME STYLE

“RISA” Retirement Income Style Awareness - Questionnaire

It's designed to match your personality & comfort level to your financial plan.

It examines the decision-making factors for the various retirement income strategies and identifies your "Best Fit".

Know your Style

Be Confident in

Your Plan!

man, clouds, silhouette-7239061.jpg

Relax in Retirement!

End the

Wonder & Worry!

relax, man, log-7142183.jpg

Find out "YOUR"

Retirement Income Style - (free, for now)

(NO personal financial information will be requested in the questionnaire)

Still Want to Learn More

Get Weekly Financial & Retirement Planning Educational Material Here

Life Insurance

How much do you really need ! Let's review where you are to figure it out.

Retirement

How close are you? Let's take a look.

Investments

Do you know what your Allocation-Diversification is & why? We'll review it with you.

Estate

Don't think you have enough money to worry about? It might not be about how much.

Social Security alone might not be enough.

Financial Planning

The way you need it.

So you understand it.

FINALLY!!!

We’ll guide you through the entire process and educate you along the way.

Thus, relieving you of decision stress.

pay, digit, number-1036469.jpg

Do you know where your numbers are?

We make the math simple!

pay, numbers, digits-2662758.jpg
Financial Risk Preferences
SAFETY - FIRST
OR
PROBABILITY
COMMITMENT
OR
OPTIONALITY
Retirement Concerns
LIQUIDITY
LONGEVITY
LIFESTYLE
LEGACY
Implementation Preferences
DELEGATOR
COLLABORATOR
VALIDATOR
SELF-DIRECTED

Education for a Successful Retirement

Stop Worrying & Wondering

Learn more by receiving our complimentary financial education material. Fill out the form to request your weekly educational material.

Financial Planning

THE PROCESS

STEP 1

You realize a need for financial assistance. Relax, we'll educate you along the way.

STEP 2

You create a list of financial wants, needs & fears; tagged to goals of 1, 3, 5 & 10+ years.

STEP 3

You start to feel better about the process & we provide the necessary financial assistance & education.

STEP 4

With our help, we create a spending budget & you provide us with your financial data.

STEP 5

We put together strategies, discuss them & you decide which way is best for you.

STEP 6

We implement the selected strategies on your behalf.

STEP 7

We monitor your progress together & update it as life or situations change.

Want more details

Get Financial Educational Emails - Subscribe

Your Benefits

Financial education along the way.

Tax reduction strategies.

Tax rate management planning.

Planning is based upon your unique needs, wants & fears.

Financial tools to measure & track the results.

Continuous monitoring of your financial health.

Flexibility as your life & business change.

Thank You & Congratulations

Glad to see you took action on behalf of your finances !!!

We will add you to our subscription list and provide you with strategic & educational financial content.

If you have any questions please feel free to contact us.

Ken Gibbons, CPA & CPFA