Momma’s Secret Recipe for Retirement Success
The Little Red Book of Retirement
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You Receive a ‘Second Opinion’ On Your Health…
Then Why Not On Your Wealth?
Do you have a true “risk management” plan for your retirement portfolio to avoid the next market crash?
Do you have a plan to ensure that you will have guaranteed lifetime income?
Do you have a written retirement income distribution plan?
Does your financial advisor have almost 3 decades of experience providing retirement planning services?
What impact will taxes have on your retirement income?
How will rising inflation impact your future cash-flow and lifestyle?
Do you know the optimal time for you and your spouse to claim your Social Security Benefits?
What impact will rising medical costs have on your retirement plan?
Are you taking too much risk in your portfolio?
Are you taking advantage of Annuities that will seek to protect your portfolio and give you lifetime income streams?
Does your financial planner integrate all of these issues into one written comprehensive financial plan?
Is your financial advisor a fiduciary who is required to put your interest first and discloses any conflicts of interest?
Get Your Second Opinion
Second Opinion Meeting Checklist
Completed Client Profile Questionnaire (Required)
Most recent Brokerage and Investment Statements (IRA’s, 401K, Pensions, Annuities)
Most recent “Earnings Statement” from the Social Security Administration
(Available on their Website –
Client Profile Questionnaire
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