PLANNING FOR RETIREMENT'S CHALLENGES
Are you thinking about your financial future, wondering if what you have is enough to last through a comfortable retirement?
Meet Daniel S. Miller, CERTIFIED FINANCIAL PLANNER (TM). Dan takes the time to listen to you to design a retirement plan based upon your needs, your goals, and your dreams. In Retirement Built to Last you will: *realize the value of having a tailor-made retirement and income plan *understand the importance of coordinating all the pieces of your financial life into a cohesive plan *determine how Social Security works and how to factor it into your plan
Don't leave your financial future up to fate. Let Dan and his staff help identify where you are today, determine where you want to be, and help you figure out a plan to get there.
Sprache
Verlagsort
Produkt-Hinweis
Maße
Höhe: 229 mm
Breite: 152 mm
Dicke: 8 mm
Gewicht
ISBN-13
978-1-59932-696-2 (9781599326962)
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Schweitzer Klassifikation
DANIEL S. MILLER, CFP (R), serves clients throughout the Midwest and the entire country as they work to achieve their financial goals and transition toward retirement. Dan has almost twenty years of combined experience in the banking and financial services industries. Dan joined their firm in 2004, and then along with his wife Denise, purchased the firm in 2013, changing the name to Miller Financial Group, Inc. Dan, along with his staff, provides full-service financial and retirement income planning, investment management, insurance, and financial estate-planning strategies for the firm's client base. Coming from a rural agricultural background, Dan understands the value of hard work and doing what is right and fair when working with others. This insight has also helped Dan to develop an appreciation for being prepared and the need for having a plan. A plan to prepare for the next chapter in your life, no matter what stage of life you are in. Dedicated to advocating the importance of having a plan, Dan cohosts the radio show Let's Talk Money! every Monday morning.
To Do the Right Thing A New Phase of Life In Pursuit of Dreams Who Needs a Plan Anyway? The Future Is in Your Hands Your Coach, Your Team Managing the Risks Tax Strategies Health Wise Building Income to Last The Right Tools for the Job An Enduring Legacy Stewards and Caretakers Epilogue & FAQ About the Author
