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Do you have a __ financial plan?

Stefan, a Wealth Advisor with Great Western Bank in Sioux Falls

__ Stefan Szwarc, Wealth Advisor
November 26, 2019

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We live in a _ world where information is _ available on the internet. _ for a few minutes you can find a _ of retirement planning tips:
 
  • “Save 10% of your _ for retirement and you’ll __ prepared to retire”
  • “If you’re getting close __ retirement, you should be in a portfolio made __ of 60% stocks and 40% bonds”
  • “You can plan to _ 4% of your investment _ every year in retirement it will last you”
While these tips are _ great place to start, _ weren’t made for you. &;__ worked hard and saved with your own goals __ mind and with your personal picture of retirement. __ how will the same _ that applies to other’s and dreams work for ? It might not! 
 
That’s why we emphasize __ and professional financial planning __ Great Western Wealth Management. __ want to hear about _ goals and ideas and what you’ve done to _ those dreams happen. From we can build a _ tailored to you so don’t have to worry whether you’re on track. __&;__ help you:
 
  • Forecast your retirement timing spending
  • Optimize your social security
  • Maximize the tax efficiency __ your investments
  • Plan for upcoming college
  • Assess your individual investment &_;
  • Plan for an appropriate _ and savings strategy
  • Understand your appropriate insurance
The best part is… _ of these things is to you and your and needs. Using a Monte Carlo risk analysis __ can forecast your financial _, giving you an idea __ the type of risk &;__ taking and what you afford to take. You’ll what you need to __ to make your goals dreams a reality.  
 
Chat with a wealth __ today to start putting _ financial plan together and _ your goals a reality! 

 

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