Carol L. Hager ChFC®, CLU®, CDFA™, CFEd®

CONNECT

Address:

10900 Hefner Point Drive, Suite 404
Oklahoma City, OK 73020

Phone:

(405) 286 1500 ext. 6324

Fax/Other:

(405) 748 9002

Protect, Save, and Grow

As you plan for financial independence in retirement, take a moment to visualize your retirement ...are you traveling, visiting family, volunteering?  



From where is your retirement money coming?



Are you working a second career in retirement?



Financial independence in retirement will take planning.


You will need to consider taxes - are they going to increase or decrease?  


We are living a lot longer and this cost could be considerable - not only for the longevity but the possible health care costs.  


Also, you will need to anticipate the impact of inflation on your dollars.  


So let me ask you the following questions: 


                          Are you on track for financial independence?


                              Are you ready for the cost of retirement?


                              How much will you need?


                              Should your plan include LONG-TERM CARE INSURANCE?                              


                               Should I roll over my 401(K) assets to self-directed  IRA?


                               Do I have enough protection for my family if something were to happen to me?


                               How much of my retirement income do I want to be guaranteed?


                           Do I want to leave a legacy? And if so, how do you plan to achieve this goal?


 


The amount of information about financial services and products can be overwhelming, but planning for your financial independence does not have to be confusing. 


Put me on your calendar to review your current situation.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck