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    September 14, 2021
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HEALTH CARE PLANNING Prepare for long term care costs without getting long term care insurance. Find the best Medicare plan at the lowest cost for your family Review your life insurance to see enhance your benetits without paying any more into the policy. Your Safe & it we can Secure Retirement ESTATE PLANNING Ensure your financial affairs are in order to reduce stress on your family. Road Map Have your Powers of Attorney completed in the event of an emengency Ensure your lamily has funds for tuneral expenses within d8 hours of a loved one passing Make Your Retirement Journey the Best Trip of Your Life! TAX PLANNING Create a Tax Plan Pay the least amount of taxes over your Metime. Tax diversity your portfolio. Start Your Journey at SafeAndSecureRetirement.com RISK ANALYSIS Why a Road Map? We will show you how much risk you're taking today, and ensure that you are com fortable with that risk Review the tees you are currenty paying Make adjustments for better predictability and stabity as you near retirement. Wealth A trip to the grocery store or a drive through familiar terrain doesn't USually require much in the way of maps or planning. However, when heading out on a major roadtrip through unfamiliar teritory most Financial Services & Tax Advisory people agree that some basic planning and foreknowledge of where you are going goes a long way toward making sre your journey is both safe and enjoyable INCOME PLANNING Social Security - Are getting the biggest pile of money out of your family's Social Security benefits Pemsion planning - What are your options for Quaranteed income? IRA /40SK etc - Howlwhen should you dbute funds? 1130 W Lake Cook Rd Suite 230 s the same when you start think ing about the road to retirement Where will you go? How will you get there? How much will it cost? Buffalo Grove IL 60089 847-499-3454 By uning our Sale b Secure Retire- ment Roadmap as your basic itiner- ary land with a little help from our seasoned guides you can begin your planning for what could very well be the mosst enjoyable journey of your lifel wfsta.com Visit safeandsecureretirement.com Inestment atsary services dfeed tvough Brookstone Capita Maragenert, LC BOM, a egistered inestment advior BOM and Wealth Firancial Services & Tax Adviscry are independent of each other Insurance products and services are net dfered trough BOM but are offered and sold through indvidualy lcensed and acpointed agents. and get yourself started on the Right Road to Retirement! HEALTH CARE PLANNING Prepare for long term care costs without getting long term care insurance. Find the best Medicare plan at the lowest cost for your family Review your life insurance to see enhance your benetits without paying any more into the policy. Your Safe & it we can Secure Retirement ESTATE PLANNING Ensure your financial affairs are in order to reduce stress on your family. Road Map Have your Powers of Attorney completed in the event of an emengency Ensure your lamily has funds for tuneral expenses within d8 hours of a loved one passing Make Your Retirement Journey the Best Trip of Your Life! TAX PLANNING Create a Tax Plan Pay the least amount of taxes over your Metime. Tax diversity your portfolio. Start Your Journey at SafeAndSecureRetirement.com RISK ANALYSIS Why a Road Map? We will show you how much risk you're taking today, and ensure that you are com fortable with that risk Review the tees you are currenty paying Make adjustments for better predictability and stabity as you near retirement. Wealth A trip to the grocery store or a drive through familiar terrain doesn't USually require much in the way of maps or planning. However, when heading out on a major roadtrip through unfamiliar teritory most Financial Services & Tax Advisory people agree that some basic planning and foreknowledge of where you are going goes a long way toward making sre your journey is both safe and enjoyable INCOME PLANNING Social Security - Are getting the biggest pile of money out of your family's Social Security benefits Pemsion planning - What are your options for Quaranteed income? IRA /40SK etc - Howlwhen should you dbute funds? 1130 W Lake Cook Rd Suite 230 s the same when you start think ing about the road to retirement Where will you go? How will you get there? How much will it cost? Buffalo Grove IL 60089 847-499-3454 By uning our Sale b Secure Retire- ment Roadmap as your basic itiner- ary land with a little help from our seasoned guides you can begin your planning for what could very well be the mosst enjoyable journey of your lifel wfsta.com Visit safeandsecureretirement.com Inestment atsary services dfeed tvough Brookstone Capita Maragenert, LC BOM, a egistered inestment advior BOM and Wealth Firancial Services & Tax Adviscry are independent of each other Insurance products and services are net dfered trough BOM but are offered and sold through indvidualy lcensed and acpointed agents. and get yourself started on the Right Road to Retirement!