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WHY YOU SHOULD PLAN YOUR RETIREMENT WITH A CERTIFIED RETIREMENT COUNSELOR®

A Certified Retirement Counselor®:

  • Is committed to high ethical standards and continuing education
  • Has met examination and experience requirements
  • Comprehends what today’s retirement plans and laws mean to you
  • Understands the dynamics of life changing issues
  • Can help them become retirement ready
  • Identifies appropriate retirement saving and/or income strategies for your particular situation.

A Certified Retirement Counselor® Can Help You With Planning For:

  • Retirement Accumulation
  • Retirement Readiness
  • Retirement Income
  • Quality of Life Issues
  • Managing Your 401(k), 457, 403(b)
  • Roth and Traditional IRAs
  • Rollover of Retirement Savings

Are You Wondering...

  • Have I saved enough?
  • Am I investing wisely?
  • Will I be able to live the way I want in retirement?
  • When can I retire?
  • When should I retirement?
  • When is it best for me to begin collecting Social Security?
  • Will my money last as long as I do?

A Certified Retirement Counselor® can provide guidance you can trust.