Financial Lifeboat Drill...

Are you provisioned properly for financial storms?
A Financial Lifeboat Drill is an opportunity for a
second opinion on your current financial situation.
Financial Lifeboats Are:

• Social Security
• 401(k), 403(b), 457s, IRA, SEPs, Simple IRAs
• Savings
• Other Assets

With up to four symptoms to an unhealthy investment
portfolio, it is critical to know where you stand
financially. If your portfolio is experiencing one of these:

• Market Underperformance
• Elevated or Opaque Costs
• Tax Unfriendliness
• Excessive Risk Taking
Call today for a second opinion on your existing
portfolio or retirement plan. Recognizing and avoiding
attributes of an unhealthy portfolio can mean the
difference between investment failure or success.

Call today and take advantage of our Financial Lifeboat Drill.

During any season, it is important to take stock of
your overall emergency situation. Isn’t it as equally
important to take stock of your financial situation?
(912) 342-4897