Planning Your Retirement Planning Your Retirement 3 Steps to Success!

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Presentation transcript:

Planning Your Retirement Planning Your Retirement 3 Steps to Success!

Steps to Successful Retirement Planning What is important about money to you? What is important about money to you?

Security Peace of Mind ???

Steps to Successful Retirement Planning What is important about money to you? What is important about money to you? What are your important goals that take money, and planning, to achieve? What are your important goals that take money, and planning, to achieve?

Retire: March 1, 2012 $50,000 Financial RoadMap Goals $110,000

Steps to Successful Retirement Planning What is important about money to you? What is important about money to you? What are your important goals that take money, and planning, to achieve? What are your important goals that take money, and planning, to achieve? What is your current financial reality? What is your current financial reality?

Our Goal

Why Do I Need a Retirement Plan?

Highly Successful Businesses… Start with a Business Plan

Security Peace of Mind ???

Retire: March 1, 2012 Financial RoadMap Goals ???

Diversify Add Long Term Care? Change Tax Deductions? Estate Planning

Deliverables Team Residential Real Estate Employee Benefits Specialist Long Term Care Specialist Estate Planning Services Merger & Acquisition Advisory Services Casualty Insurance Services

Contact Us Burns Capital Investment Advisors, Inc. (503) Schedule your complimentary Financial RoadMap Meeting Today!