With so much information on retirement planning available, it can be hard to know what's best for you. This is where we can help you. We would be glad to help you work through the "what ifs," go over your complete financial picture, and decide what planning options make sense for your future. Fill out the form to the right to request a no-cost, initial consultation.
More Financial Confidence
More Retirement Income
Don't care for "group seminars?" Fill out the form to schedule your one-on-one meeting with Greg Bodoh, our advisor of 37 years at our Warrenton, VA office.
This is an opportunity to privately discuss important financial issues that may affect you and your family today and for years to come. This is not a seminar event. This exclusive invitation entitles you to a unique consultation, completely free of charge.
Bring to the table whatever is on your mind. Here are some things you may be thinking about:
Annuities - Can they help with issues regarding probate, Medicaid, tax savings?
Retirement Income Strategies – Will I have enough? How to make sure I don’t outlive my assets.
Safely Protecting and Growing Assets – How can I have potential for my money to grow, but not lose it when the market goes down?
Market Volatility – How can I protect myself in the case of another downturn?
Tax Efficiency – How can I reduce the taxes on money that I am not using while still remaining liquid? How will taxes affect my distributions and Social Security benefits?
Portfolio Analysis – Am I getting the best overall performance? Is my portfolio generating enough to cover what I am truly paying for?
Retirement Plans – What should I be doing -- a 401k, rollover, Roth IRA, and / or other options? How should I set up my 70½ Required Minimum Distribution?
Get a Valuable Second Opinion From an Experienced, Local Financial Professional. There is absolutely no cost or obligation for you to participate. You’ll learn valuable information and techniques that can be implemented to improve your financial position.
Appointments are limited! Please fill out the form to the right to schedule your complimentary consultation: 540-347-2125