Thank you for joining us!


Thank you for joining us at our New Generation Retirement® seminar!

Together, we learned the importance of:

  • Analyzing your risk tolerance
  • Understanding your Social Security
  • Creating your retirement income
  • Choosing your legacy
  • Developing a strategy to help minimize taxes
  • Utilizing technology to organize your finances

Prior to our first meeting, please take a few minutes to complete the Color of Money Risk Analysis. This 11-question self-assessment helps give you insight into your risk profile and will be the basis of some of our work together.

If you have any questions, please give our office a call.

 Begin your assessment

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