NW Financial & Tax Solutions Presents

The 8 Step
Retirement Game Plan

It takes a process to build the right plan...

Four Meetings, 8 Steps- No Cost or Obligation*

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UNDERSTAND YOUR SITUATION

We seek to understand who you are, what you’re currently doing and your financial goals. This can be done over the phone or in person.

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ANALYSIS & EDUCATION

We reveal the analysis of your portfolio, its ability to accomplish your goals and discuss areas for improvement.

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FIND SOLUTIONS

We discuss investment options, spell out which we believe make the most sense for you and educate you on the pros and cons.

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BUILD THE PLAN

We finalize the plan and get your money working to accomplish your goals.

The NW Financial 8 Step Retirement Game Plan

We offer a complimentary financial consultation and second opinion for those who qualify.

In our process you will be provided with:

  1. Portfolio/ Risk review
  2. Fee analysis
  3. Tax review (Provided by US Tax Centers NW)
  4. Retirement Income Plan
  5. Social Security Analyzer Report
  6. A Life Insurance and Long Term Care Analysis
  7. Estate Planning Consultation (Provided by attorney, Bob Kabacy)
  8. A free copy of Jeff Dixson’s book “Winning the Retirement Game

 

Request Now

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*Must have saved at least $100,000 for retirement

*Suggested to be 55 years or older

*Requests subject to advisor approval

*No cost for the NW Financial 8 Step Retirement Game Plan, if you decide to become a client, we'd transparently discuss and disclose the associated costs before you need to make any decision.