Thank you for scheduling a meeting with me!
One of the worst mistakes people make is procrastinating! They THINK about their goals but they keep putting it off and time starts slipping away. Congratulations for taking this step to finally take control of your financial future...because TIME IS MONEY! Remember to gather your info at least one week before the meeting. The more information you have, the easier it is to determine the best strategy to help you meet your financial and retirement goals.
Want a head start?!
One question I'll be asking you is how much money a month do you want for a comfortable retirement? Please go to SSA.gov , create an account and see what your expected retirement benefits are. We'll work together to help FILL THE GAP between what you have and what you'll need.
Moderate to Aggressive risk tolerance?
Investing takes time and money. If you have a lot of both or EITHER, you may be able to take on more risk than others. Of course, more risk also means possibly much higher returns. My husband Denny Hooten is licensed to offer you full financial services. We can discuss this in our meeting.