Page 6 - Integrity Brochure

Step 4
Call In the Experts
Time your exit! Do the math with a professional. These questions may have crossed your mind:
1. WhencanI/shouldIretire?
2. Will I have enough?
3. How much should I spend during retirement?
4. Where should I be saving now to receive tax-free income in retirement?
5. How do I lower my tax bill to Uncle Sam? Ask tax-specific questions of your financial
advisor about your retirement plan. If you don’t receive a solid answer about a tax
strategy, you don’t have a tax plan!
6. When should I take Social Security to maximize my income in retirement? 90% of our
new clients get this one wrong! Don’t make the same mistake.
7. DoIneedatrustorawill?WhowilltakecareofmyfinancialaffairsifIbecome
incapacitated? Estate planning adds more peace of mind to our clients than any other service we offer.
This is where the experts come in handy. As a financial advisor for over 20+ years, I cannot stress enough how much this will put your mind at ease. I do this for a living and it’s my job to know
the constant changes of rules, regulations, and guidelines. Take 1-2 hours out of your day and meet with an expert. You will be forever thankful. I am the founder and president of my own independent firm and I recommend doing business with firms like mine that offer comprehensive financial and tax planning. We know our clients, we know how old their children are, and when birthdays are coming up. We care about what we do and are thankful for our clients who trust us with their futures.
“Alone, we can do so little. Together, we can do so much” -Helen Keller