This checklist is meant to give you a quick assessment of your situation.
Please fill in your answers
(You can also print and fax if needed: fax this list to (313-887-053)
If you answered no to either of the above questions, you are not setup to “retire without risk.”
Because 95% or more of those who fill out this checklist will not be setup to “retire without risk,” that means most will need help. I have trained literally thousands of advisors around the country through my educational institute. Of the thousands, I personally work with hundreds of them in a mentoring capacity (I help them provide the best advice to their clients).
If you would like to sit down with someone locally to discussion your situation, simply e-mail me at roccy@wealthpreservationinstitute.com and I’ll refer you to an advisor I work with.
If you would like to start by having me give you a FREE assessment of your situation, please click here to download my questionnaire. Once filled out, e-mail it to me or fax it to 313-887-0532. Depending on how busy I am, I’ll have an assessment to you usually within 7-10 day.
The idea of “retiring without risk” is a simple one. The goal is to avoid or significantly mitigate risk and to setup yourself up to never run out of money in retirement no matter how long you live. It sounds like a simple concept, but the fact of the matter is that the financial services industry has failed their clients for decades. The bi-product of this failure is that millions of Americans are running out, have run out, or will run out of money in retirement. Don’t be one of the million who run out of money. Educate yourself on the available options by working with an advisor who actually knows what he/she is doing and will give you advice that is in your best interest (vs. the advisor’s best intereset).
Roccy DeFrancesco, JD (Author of: Retiring Without Risk and Peace of Mind Planning)
