guardianfinancialservices

there could be hidden gaps in your financial plan ... putting your savings and retirement at risk!

there could be hidden gaps in your financial plan ... putting your savings and retirement at risk!

there could be hidden gaps in your financial plan ... putting your savings and retirement at risk!

there could be hidden gaps in your financial plan ... putting your savings and retirement at risk!

there could be hidden gaps in your financial plan ... putting your savings and retirement at risk!

there could be hidden gaps in your financial plan ... putting your savings and retirement at risk!

what can you expect ... a conversation

Financial Goals

Where are you now

Where are you now

a conversation about Financial Goals

~ what is most important to you?

~ what are the 3 most important Financial Goals you would like to reach?

Where are you now

Where are you now

Where are you now

what plans do you have in place?

~ what do you like about the plan you have now?

~ what improvements would you like to make in your plan?

Tolerance to Risk

Where are you now

Tolerance to Risk

how much risk are you willing to assume?

~ what percentage of your saving do you feel comfortable with being exposed to market risk?

~ could you sleep well with your saving being down 20%?

~ could you "wait" 10 more months or 10 more years for the market to turn around?

there could be hidden gaps in your financial plan ... putting your retirement at risk!

there could be hidden gaps in your financial plan ... putting your retirement at risk!

there could be hidden gaps in your financial plan ... putting your retirement at risk!

there could be hidden gaps in your financial plan ... putting your retirement at risk!

there could be hidden gaps in your financial plan ... putting your retirement at risk!

there could be hidden gaps in your financial plan ... putting your retirement at risk!