Retirement sounds great. You’ll have time to relax, take some time for yourself and concentrate on some things that you’ve always wanted to do but just didn’t have time for while you were building your career. It sounds good doesn’t it?
But how do you plan for retirement? How much do you save? Where do you invest? How do you know how much to save when you don’t know how long you’ll live? There is a lot to think about, many unknowns to plan for and you may be feeling overwhelmed, confused and frustrated.
Our retirement services will give you the leadership, clarity and confidence you need to make the best decisions for you and your family. I will help you figure out your RQ (retirement quotient) and tackle the 16 management challenges in planning a satisfying retirement.
Initial consultations are complimentary!
I help you realize your greatest desire, having the time to do what you want to do.
RetirementPlanning.Guru works with a large number of trusted experts in many fields of business. We work with other professionals to provide you additional resources for your business needs. Our team of experts can help you develop retirement plans not only for you and your family, but for your business, employees and their families as well.
Frequently Asked Questions
How do we get started?
I recommend a 20 minute, no-obligation, meeting to explain our services.
How often do we meet?
After the initial consultation and planning meetings, I meet with my clients at least once annually to review their plans. In some cases, we meet more frequently as needed.
How do I know that Kevin has my best interests at heart?
I operate as a Registered Investment Advisor/Investment Advisors Act 1940/SEC Registered. This is important, because it means I am contractually accountable to you for investment recommendations (unlike a broker working for a Broker-Dealer). I am a fiduciary of your assets. I work for you, not for a Broker-Dealer. I am an independent advisor who is not associated with any banks, investment companies or insurance companies. In addition, I act as your “quarterback,” supervising the management of your retirement challenges.
I have more questions. How can I contact Kevin directly?
Please feel free to contact me directly anytime by using my contact form or by emailing me at firstname.lastname@example.org.
I look forward to helping you get started on your journey to financial security in retirement for you and your family!
Kevin O’Neil is registered with Rafalko Advisors Inc. The company provides investment advice and management on a fee basis. The material in this communication is offered for information purposes only, and does not provide individually tailored advice. It has been prepared without regard to the individual financial circumstances and objectives of the recipients. Past performance is no guarantee of future results.