Join Al Smith for a Social Security Retirement Income Workshop
on Wednesday, April 28th at Ruth’s Chris Steak House on Belleview.
Complete the form below for more information and to attend this free dinner workshop.
Before you make any decisions about specific strategies to collect your retirement funds, you need to picture yourself in retirement.
Al Smith, founder of Golden Eagle Financial, meets with plenty of people who have never thought about how they will spend their retirement years, so he starts every consultation with an exercise in imagination. You probably have a plan bouncing around in your brain somewhere: starting a business, travelling overseas, volunteering at your church, going on a mission trip, moving closer to family.
Al will help you to envision, after decades of hard work, finally having enough time to do what you want!
As you describe your future goals, Al will establish a realistic projection of what you’ll need in retirement. Start planning early so most of your retirement income can be tax-free!
Fill out the contact form on this page.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
These three factors will determine the size of your nest egg in retirement: how much you set aside, what sort of return you get on that money, and the age you start saving.
Now, you can’t turn back the clock and start saving for retirement sooner, but you can start planning right now, whether you’re forty-six or sixty-six.
Ask Al Smith of Golden Eagle Financial how to create a new source tax-free income in retirement so you can make your money last!
You’ve already done the heavy lifting by contributing to your 401K or IRA all these years. Now, it would be wise to have another, separate investment account funded with after-tax dollars so that in the event of a financial emergency, you don’t need to borrow or extract funds that are earmarked for retirement.
We have no idea what will happen to the tax code in the future, so make certain a portion of your assets will continue to grow tax-free and generate tax free income in the future!
Fill out the contact form on this page to set up a free consultation with Al Smith.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser.
Planning: Before making any recommendation, Golden Eagle Financial will gather information to see the big picture of your unique situation.
By addressing your greatest concerns first, we begin a process together.
Strategy: Golden Eagle Financial will develop strategies for optimizing your invested assets while minimizing possible loss along the way.Results: Through an ongoing relationship with you, Golden Eagle Financial will update and adjust your personal planning analysis regularly to keep you on track and moving toward your financial goals.303.744.1128