Will My Money Last?

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

Jim Lorenzen

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and an ACCREDITED INVESTMENT FIDUCIARY® serving private clients’ wealth management needs since 1991. Jim is Founding Principal of The Independent Financial Group, a Registered Investment Advisor providing wealth management, retirement planning and investment advisory services. Jim's background includes founding, building, and selling five successful businesses and international consulting. He has been headline speaker at more than 500 national and international association and corporate conventions for clients such as Foster Grant, Hobie Cat, CapCities/ABC, H.R. Textron, Hearst Corporation, The National Management Association, the National Newspaper Association, and Cox Communications and has been featured on American Airlines' Sky Radio heard on more than 19,000 flights, as well as in The Wall Street Journal’s SmartMoney magazine, The Profit Sharing Council of America’s Insights; also published in the Journal of Compensation and Benefits, NASDAQ, and in scores of national and international association trade publications.

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