Retirement Planning
Request an appointment today...for a secure tomorrow.
Referece ID: 6774830147
A five-step retirement system
Our planning consists of a five-step retirement system we complete together. Through this process, we review current asset allocation and risk, income you need for retirement, legacy planning and tax strategies.
The Five Steps
Selecting a Financial Services Professional
Fact and Feeling Finding
Strategy
Solutions and Executing
Ongoing Relationship
The place to begin is to complete this simple, Risk Assessment questionnaire https://thefinancialhq.com/greenmoneyplanning to get your complimentary score to evaluate your tolerance towards financial risk or Contact us today to discuss how to get started.
DISCLOSURE: Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Keep in mind that most life insurance policies require health underwriting and, in some cases, financial underwriting. Optional riders are generally available at an additional cost.
DISCLOSURE: Our firm is not affiliated with, or endorsed by, the federal Medicare program or any other government agency.
For accommodations of individuals with special needs at meetings, please call 918-791-0393/TTY 711.
By providing the information above, I understand that Joe Minardi with Sandman Financial, a licensed sales agent, may contact me regarding various Medicare plan options.
We do not offer every plan available in your area. Currently we represent 3 organizations which offer 103 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.