Retirement Planning & Financial Fitness
Let's make this the year that you get Financially Fit!
As a Chartered Retirement Planning CounselorTM (CRPCTM), I help clients develop a “road map to retirement” with a focus on pre- and post-retirement needs. In addition, I address issues related to asset management and estate planning.
As we have learned over the past few years, it is crucial that we be prepared for anything because our lives can be transformed in a moment. This is particularly important when it come to our finances and there is no better time to get your financial house in order.
This is why I utilize the powerful MoneyGuidePro® as a tool to provide clients as they prepare for their financial future, develop a disciplined strategy for retirement planning, and to help build confidence knowing their financial affairs are in order.
For more information or to schedule a confidential appointment contact Mark at [email protected] or 937-717-9049.
MoneyGuidePro®
What Does It Mean for You?
Financial planning is about more than assets, investments, and net worth. It’s about what you want to do with your money and why. It’s about identifying your concerns, expectations, and goals—it’s about how you feel and what you want.
MoneyGuidePro® helps us address common fears and concerns such as health care costs, outliving your money, and the best time to file for social security benefits. The confidence meter helps you gauge how likely you are to reach your goals and whether you are on track, instead of focusing on headlines.
