EXTENDED PERSONAL SERVICE, LTD
"If it's important to you, it's important to us."
Countdown to Retirement
[FREE REPORT] Retirement Ahead—Are You Ready?
10 Years and Counting: Points to Consider as You Approach Retirement
In these uncertain times, retirement might be the last thing on your mind. But the years leading up to your retirement and the decisions you make during that period can make all the difference. Are you doing everything you can to make sure you're prepared?
Get Your Free Report >>
Why You Need This FREE Report
Knowledge
Understand your options and start making decisions.
Confidence
Be confident that you've identified potential issues while there's time to address them.
Guidance
Know where to get appropriate help.
Only 23% of U.S. workers surveyed are very confident in their ability to live comfortably throughout their retirement years.
Source: Employee Benefit Research Institute 29th Annual Retirement Confidence Survey (2019).
What You'll Learn
In this free report, we cover questions you should be asking yourself today.
How much income will you need in retirement?
What income can you count on?
What can you do now to help yourself in retirement?
What role do taxes play?
What about health care in retirement?
YES! GET YOUR FREE REPORT! >>
5 Reasons to Work with a Financial Advisor
A financial advisor can answer questions about your specific financial needs.
Having someone who monitors the financial markets every day for you can be helpful. After all, you hire people to do things like cut your hair, fix your car, and tend to medical issues. Why not get some help when dealing with important financial issues?
The financial world gets more intricate every day, and legislative changes can have a substantial impact on your investment and tax planning strategy. A financial advisor can monitor these developments on an ongoing basis and assess how they might affect your portfolio.
A financial advisor can help you see the big picture and ensure that the various aspects of your financial life are integrated in a way that makes sense for you.
If you already have a financial plan, a financial advisor can act as a sounding board, giving you a reality check to make sure your assumptions and expectations are realistic.
Note: There is no guarantee that working with a financial advisor will improve investment results.
CLAIM YOUR FREE REPORT!
Decisions you make now could make a big difference in your retirement lifestyle.
Download your free report and learn more today!
First Name
Last Name
Phone Number
I'd like to schedule an appointment
Leave this empty:
SUBMIT
By submitting this information, you agree to be contacted by Extended Personal Service, LTD
CLAIM YOUR FREE REPORT!
Decisions you make now could make a big difference in your retirement lifestyle. Download your free report and learn more today!
First Name
Last Name
Phone Number
I'd like to schedule an appointment
Leave this empty:
SUBMIT
By submitting this information, you agree to be contacted by Extended Personal Service, LTD