Free Retirement Analysis

OBTAIN A FREE RETIREMENT ANALYSIS

 

Are You Retirement Ready?

What Are the Answers to the Following Questions?:

1. Will I Outlive My Money or Will My Money Outlive Me?
2. If I Live to be 100, Will I Have Enough Money?
3. How Long Would My Money Last if I were to Stop Working Today?
4. If I Have a Retirement Shortfall, What Can Be Done About It?

 

Find Out the Answers to These Questions and More by Obtaining a Free Retirement Analysis from Legend Financial Advisors, Inc.^®

 

Learn "How to Maximize Your Retirement Readiness", Please Call (412) 635-9210 to Schedule a Meeting to Obtain a Free Retirement Analysis.

 

Specifically, the Free Retirement Income Analysis Will Include the Following:

1. A Basic Retirement Income Analysis (One Time Single Projection)
   1. Review A Personal Annual Withdrawal Rate Based On Actual Cash Flow Needs
2. A Basic Net Worth Statement
   1. That Summarizes Assets and Liabilities
3. A Basic Social Security Projection (For One of the Following)
   1. Age 62
   2. Your Full Retirement Age According to the Social Security Administration
   3. Age 70
4. Have A Discussion of IRA Rollover Options
5. Have A Big Picture Discussion of Investment Allocation Needed to Address Long-Term Retirement Cash Flow Goals.

 

Please Call Legend to Obtain a Free Retirement Analysis
at (412) 635-9210.