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Planning Your Retirement

Planning Your Retirement. 3 Steps to Success!. Steps to Successful Retirement Planning. What is important about money to you?. ???. Peace of Mind. Security. Steps to Successful Retirement Planning. What is important about money to you?

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Planning Your Retirement

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  1. PlanningYour Retirement 3 Steps to Success!

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

  3. ??? Peace of Mind Security

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

  5. Retire:March 1, 2012 $50,000 $110,000 Financial RoadMapGoals

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

  7. Our Goal

  8. Why Do I Need a Retirement Plan?

  9. Highly Successful Businesses… Start with a Business Plan

  10. ??? Peace of Mind Security

  11. Retire:March 1, 2012 ??? Financial RoadMapGoals

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

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

  14. Contact Us Burns Capital Investment Advisors, Inc. (503) 538-4103 clientservices@burnscapital.com Schedule your complimentary Financial RoadMap Meeting Today!

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