I am a financial advisor with experience in working with individuals and a strong focus on helping them transform their financial future and achieve their personal financial goals.
My experience lies in helping individuals identify their primary risks in retirement and structuring a process to help them navigate market downturns while protecting their life savings.
Are you an executive or professional working hard to climb up the corporate ladder to achieve your personal income and retirement goals?
Chances are, you are busy fighting fires and dealing with new challenges that come with a corporate management position.
Most executives and professionals spend long hours helping their company and projects become successful but lose sight of their personal financial freedom goals.
As a result, they unintentionally end up working more years than they planned to before retirement.
Have you thought about the following?
1. If you lost your job today, how much in savings do you have and how does this impact your retirement plan?
2. Have you recently assessed your portfolio to see how would it perform if we were to face another market downturn such as the one from 2008?
3. Do you know when you can retire or how much money you would need to retire comfortably to maintain the lifestyle you aspire to?
These are some of the many questions I can help you solve.
If you need help with this, feel free to reach out at [email protected].
- Retirement Savings Strategies
- Retirement Income Strategies
- College Savings
- Business Retirement Plans
Office Address60 Orland Square Dr Suite 301
Orland Park, IL 60462
Phone NumberBrian Falls at (708) 873-9436
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