I’d like to make you a special offer: A complete needs-analysis report and additional resources of appropriate checklists and flowcharts to help you on your way – including two meetings, either online or in-office – for just $600. The offer is good through August 9th.
Would you like the answer to the will my money last question? Your report will show you:
- A Summary of your prioritized Financial Goals
- A Summary of your Financial Resources
- A View of your Investment Assets by Asset Class and by Tax Category
- Net Worth Summary – All Resources
- Net Worth Detail – All Resources
- Your Current Portfolio Allocation by style and asset class
- Probability of Success by Importance based on your resources, life expectancy, tax situation, and your prioritized goals
- Your personal Worksheet Detail – Retirement Distribution Cash Flow Chart – This can be an eye-opener.
- Your personal Worksheet Detail – An “Inside the Numbers” Final Result
- Additional appropriate flowcharts and checklists
There’s nothing to buy – I don’t sell investments – and there’s no obligation. This is a straightforward $600 offer. You can get started by submitting this priority review. At the bottom be sure to mention you want to take advantage of the $600 Needs Analysis offer.
Why not get started today? Remember, the offer ends August 9th.
Jim
