Our process is simple and direct as we review your retirement objectives and goals, then find the best strategies to protect your principal using a holistic approach with reasonable rates of returns.
During this process we will discuss the following:
- Have you started your retirement plan?
- What types of retirement products do you currently have?
- What is your risk tolerance?
- Are you looking for principle protection or pure investments?
- Do you want to transfer your wealth to your children and grandchildren?
Jon-Jon Knepp offers a no-cost discovery meeting to make sure you have the best possible plan in place. Call our office today at 877-299-9108 to make your appointment.