Get Your Retirement Income Check Up Now! Q & A

Q: What is the retirement income checkup?

A: The retirement income check up is a 15 minute phone assessment with retirement specialist Mark Kennedy to see if you are on track to retire or if you are in retirement, if you have the right strategies set up now to make sure you don’t run out of money during retirement. The phone assessment also addresses issues such as the risks and costs of your current portfolio, how to reduce stock market volatility in a volatile market, taxation and how to reduce or eliminate it, long-term care planning and tax efficient or tax-free inheritance planning for your beneficiaries.

Q: What is the cost for the retirement income checkup?

A: We do not charge for the 15 minute retirement income check up assessment, so you should definitely take advantage of this awesome service!