THE WORRY-FREE RETIREMENT YOU'VE EARNED.

Your career has provided a nice living for you and your family. Your relationship with your investment professional is fine. Your CPA has been helpful. Your attorney is always there when you need them. You feel okay, but... with all the success, there's uncertainty. You've worked hard throughout your career and earned the opportunity to create the retirement you want. However, the picture of your financial future isn't exactly crystal clear.

Instead of wondering what retirement will look like, design a plan to achieve what you want, then go get it. It's why we plan... for you to be confident in today and in your future. You've earned it.

Start the conversation about building your future today. 


 

Mark J Funk

Mark J Funk, CLU®, ChFC®

Wealth Management Advisor

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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