* Financial Planning:

• IRA Setup
• Life Insurance (Term and Whole)
• Financial Planner (3rd Party Assistance)

Here are some questions to think about:

1. Are you saving for retirement?
2. Do you have a retirement plan with your employer?
3. Do you have children wanting to go to college?
4. Are you retired or plan to retire in the next 3 - 5 years?
5. Have you considered when you will start your Social Security benefits?
6. Sixty Five or over? Who is helping you with your Medicare Supplement plan?
7. Do you have Life Insurance?
8. Do you have a current Will?
9. Do you have a Power of Attorney?
10. Do you have a Living Will? (Health Directive)

​* Provided by a third party strategic partner.