Out of our thousands of hours of consultations with clients, we always got one question more than any other:
How much do I need to retire?
It bugged us that we knew so many people out there who did not have direct access to retirement professionals like ourselves would have this question too, but would be unable to get a good answer.
So we made this short quiz that lets anyone, by taking 3-minutes to fill it out, get completely personalized and professional feedback on this question.
Disclosure
Ryan Marston and John Conley are investment adviser representatives of Brookstone Wealth Advisors LLC, a registered investment adviser. Rubino & Liang, LLC, Sam Liang and Brookstone are not affiliated. Insurance and annuities offered through licensed professionals of Rubino & Liang Insurance Agency, LLC. MA Insurance License #1783398.
This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Rubino & Liang Wealth Partners, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc. Insurance and annuities offered through licensed professionals of R & L Insurance Agency, LLC. MA Insurance License #1783398.
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