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Retirement Planning


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Find an Advisor




Find Local Investments, Taxes, Estate Planning Advisors

WHO CAN YOU TURN TO FOR PROFESSIONAL ADVICE AND HELP NEAR YOU?

We have established a new program to help you locate Pre-Screened Financial Professionals in your area who can provide you with the advice and guidance you need...and deserve! This network of professionals includes Financial Advisors, CPAs, and Estate Planning Attorneys.

Each screened local Financial Professional is chosen because they have met the following qualifications:

  • Willing to offer you a COMPLIMENTARY phone call or personal visit
  • Experienced
  • Licensed
  • Independent
  • Contractually obligated to ensure your complete privacy
  • Only ONE Financial Advisor can contact you per local area
  • Trained in working with job seekers and their financial matters
Use the form to below to locate a Pre-Screened Financial Professional near you for advice or help.

Needless to say, the year 2008 dramatically changed the financial and retirement plans of many retirees.

HERE ARE THE FACTS:

  • * 81% of clients said they were going to leave their advisors (Financial Planning Magazine, January 2009)

  • * 75% of people ages 50+ say they believe the Financial Advisor who got them TO Retirement is not the person who is most capable of getting them THROUGH retirement

  • * 89% of people ages 50+ say they plan to consolidate their assets with a COMPREHENSIVE Financial Advisor...either before...or after retirement (*Fidelity, 2006)

Find a Pre-Screened Financial Professional Near You
First Name *Last Name *
Email *Daytime Phone *
City *State *
Zip Code *Age Range *
Appx Investable Assets *

Hold down the Ctrl key on your keyboard and
click to select more than one

Areas of Interest
Professional Services
Important Concerns



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