RETIREMENT ISSUES THAT MAY CAUSE YOU CONCERN:​
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NOT ENOUGH INCOME
You would like more monthly retirement income, but are not sure how to get more from your resources.​
You realize that your lifetime tax bill is determined by the choices you make. Are you making good decisions?
LEGACY PROBLEMS
What are your goals for your financial legacy? Do you have a plan for your unique family?
UNEXPECTED BILLS
Covering unforeseen expenses like home repairs or emergencies can be challenging. Having to financially assist adult children or grandchildren can strain any budget.
INFLATION
The rising cost of living continues to eat away at purchasing power. Increases in Social Security benefits do not seem to keep up with all the rising costs.
OUTLIVING SAVINGS
The nagging fear of running out of money saps the enjoyment out of retirement.
Would additional life insurance allow you to be more flexible in your retirement spending? A personalized policy quote is just a "click away".
MARKET VOLATILITY
Fluctuations in markets and bad timing can cause big concerns logically and emotionally.
SOCIAL SECURITY
Deciding when to take benefits is an important decision.
"Let's take fifteen minutes for you to take a step back and
share with me your background, your situation
and up to your current concerns,
then we can go from there.
If that is ok with you, schedule a
complimentary Mini-Consultation today."
Fred Quinn, Financial Advisor
Our company name is rather unique. "Serious Money" is in our name because there are no do-overs in retirement. "Ohio" because that is our primary service area, though we have wonderful clients that we help all across the country.
1715 Indian Wood Circle, Suite 200
Maumee, OH 43537
Phone: 419-495-8700
Fax: 888-720-1198
Cell: 419-902-1678
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