Retirement Checkpoints: Are You Ready to Declare Your Financial Independence?
Robert Wheatly & Sally Goya
22200 Ventura Blvd. Woodland Hills, CA 91364
You’ve been heading down the road to retirement. You’re hoping the saving and investing you’ve done is enough. But what if being ready for retirement is more than just funding a 401k and picking investments? If we could show you the critical checkpoints that can make the difference between real financial freedom and just investing, wouldn’t you want to know the difference?
· Making the Most of Social Security
· Planning for Healthcare Needs
· Living and Leaving a Legacy
Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Additional advisory services offered through Trilogy Capital, Inc., a Registered Investment Adviser. Trilogy Financial Services, Trilogy Capital, Inc. and NPC are separate and unrelated companies.