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7310, Miramar Road
San Diego, CA 92126
Financial confidence begins with knowledge. Our education and your information lead to answers about your financial future.
One of the biggest retirement mistakes people make is not calculating how much they will need to live on.
The time to start building your future is now. Let’s get together to discover how to get to where you want to be.
We believe you should be empowered with an education about basic financial concepts so you can make decisions about your future with confidence.
In a recent survey, Americans were asked three questions about basic financial concepts. Only 31% could answer all three correctly.1
63% of people are more afraid of running out of money in retirement than dying.2
Discover how to create a more reliable income stream you can count on.Video and Complementary eBook
1. The Aegon Retirement Readiness Survey 2018, https://www.aegon.com/contentassets/54778b6350424936867e429daf378297/retirement-readiness-survey-2018.pdf
2. 2017 Allianz Generations Ahead Study, https://www.allianlife.com/-/media/files/allianz/pdfs/newsroom/2017-allianz-generations-ahead-fact-sheet.pdf?la=en&hash=6170191A3CE1B96EA4E9F6E52B1FC00724DC
-Luke Szafranski, Regional Vice President, Retirement, Transamerica
When was the last time you reviewed your 401(k) or IRA? Are the allocations correct? Do they still fit into your overall roadmap for retirement? Should they be updated or consolidated?
Are there other investment vehicles you need to look at to reach your retirement goals? It’s a good idea to review your financial strategy once a year. If it’s been a while for you, contact me today.
Let's begin with a short chat: