Retirement Planning
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1"People with a financial plan build 20 percent more wealth than people who don't."
-National Bureau of Economic Research
What age can you retire? How much money do you need? What is the best strategy to file your social security? What can your retirement income be without running out of money? Are your investments taking on too much risk based upon your retirement goals? These are just some of the questions that will be answered through the Financial Planning process.
What does your retirement planning include:
*Retirement Plan for individual or married couple
*Plan includes: consultation, analysis, and written Retirement Plan
*Meetings at bidders home if near ICD, or at Waddell & Reed Creve Coeur office (270 & Olive)
*Consultation can be as long or as short as needed to satisfy entire planning process
* Expires 12/31/2017
Donated By: Matt Rose, Financial Advisor with Waddell & Reed, and ICD Parishioner