Retirement Report

As a result of your Complimentary Financial Consultation, you can also receive a RETIREMENT REPORT that will answer these questions:

  1. What return would you have to earn on your savings and investments for you to retire at your current standard of living?
  2. What is the minimum amount of money you need to be putting away each year to enjoy your present lifestyle during retirement?
  3. How long will you have to work before you can retire and be able to enjoy your present standard of living until your life expectancy?
  4. How much will you have to reduce your present standard of living to make your money last to your life expectancy?

To schedule this consultation call 760-563-4010 or complete the form on this page.  I look forward to meeting with you.