Are You Ready For Retirement?

The National Retirement Risk Index shows that even if people retire at age 65 and households annuitize all their wealth including receipts from Reverse Mortgages on their homes, 43 percent will be at risk. Do you know where you stand? Are you retired or approaching retirement?

A TEN SECOND TEST

Please take the next 10 seconds to complete this survey about your financial future. . . you might rediscover some opportunities for financial growth.

___ Are you concerned about outliving your income?

___ Would you like to see your grandchildren go to college?

___ Are you concerned about going into a nursing home?

___ Would you like to earn more competitive returns and preserve the safety of your nest egg?

___ Are you concerned about the stock market going down?

___ Are you concerned about which option to make regarding your minimum distribution requirements from your IRA at age 70 ˝?

___ Are you concerned about the likelihood that the government will get over 50% of your retirement accounts after you pass away?

___ Do you think that you need to replace 100 percent of your pre-retirement income in retirement?

___ Do you want to make work optional?

___ Are you concerned that you have to depend on an inheritance to retire?

If you have answered “Yes” to 3 or more of these questions, you benefit from a complimentary review! Remember, what you don’t know can hurt you.

Make the Right Choice

In today’s highly complex and rapidly changing world, you are faced with an incredible array of investment choices. Many financial advisors will be happy to help invest your hard-earned dollars, but that’s just one small part of achieving your overall personal and financial goals.

Will you have enough income to support a comfortable standard of living throughout your retirement years? How will your investments affect your taxes? Will your investments be consistently monitored and updated as your changing needs and market conditions dictate? And will all this be integrated with your estate planning to preserve assets accumulated over a lifetime for your loved ones?

Kilzer Wealth Management

Kilzer Wealth Management offers Fee-Only financial and investment management services for the expressed purpose of achieving our client's financial needs and objectives, which always come first. We do not sell any investment or insurance products. Our only compensation is the fees we receive from our clients, and our only allegiance is to their best interests.

Call for a FREE introductory meeting to explore how Kilzer Wealth Management can help you achieve your financial objectives.