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When it comes to retirement, if you fail to plan, then plan to fail.
Q. How can I make sure I’ll have the retirement lifestyle I want?
A: When it comes to retirement, if you fail to plan, then plan to fail. You need to be intentional about saving for retirement. It needs to be a priority, not just putting in leftover money at the end of the month. If you want a certain retirement lifestyle, then you need to take ownership of your financial plan to make sure you can afford that lifestyle.
Retirement is about preparedness. It starts with understanding where you are and then planning when you want to retire and how to get there. Our goal is to cover your basic living expenses and add from there to enhance your lifestyle down the road.
Contact me, and I can help you put together a comprehensive retirement plan.
Bell Investments VP/Wealth Advisor
Securities and financial planning offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Bell Bank and Bell Investments are not registered broker/dealers and are not affiliated with LPL Financial. The investment products sold through LPL Financial are not insured Bell Bank deposits and are not FDIC insured. These products are not obligations of the Bell Bank and are not endorsed, recommended or guaranteed by Bell Bank or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.
This LPL financial registered representative may only discuss and/or transact securities business with residents of the following states: Ariz., Ark., Calif., Colo., Fla., Idaho, Ill., Iowa, Maine, Minn., Mo. Mont., Nev., N.C., N.D., Ore., S.D., Texas, Wash. and Wis.
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