Want to learn more about how Suckow Financial can help you?
Click a tab below to learn more about each topic.
Education
RETIREMENT PLANNING
LIFE INSURANCE
LongTerm Care Disability insurance
Why Start with Education?
Education Is The Foundation Of Success
Before any type of planning is started, a review of your financial education is started. Don has a no hassle, no commitment or obligation session to answer any financial questions you may have and to spend time making sure you're comfortable with the decisions made and that the relationship is comfortable to move forward.
After checking your financial health, then starting to analyze your financial goals takes place, which leads to retirement planning, life insurance discussions, and long term care options.
Example Discussion Topics:
The difference between a 401k and a Roth IRA.
What a brokerage is.
How stocks, bonds, mutual funds work.
Employer matches on a retirement plan.
Liquid assets.
There's always time to save for retirement
Retirement Planning
Retirement planning can be started at any time! There's always ways to accomplish your financial goals for your retirement.
Don will go over your existing retirement options, taking a look at what you have now and what will help you get your goals the quickest.
Example Discussion Topics:
Factoring in cost of living.
Planning for health insurance.
Inheritance.
Deductions.
Withdrawal timeframes.
Affordable option for peace of mind
Life Insurance
Life insurance is something that's inexpensive, but provides peace of mind for your loved ones.
Unfortunately, none of us know how long we have to enjoy life, but we can leave behind money to help our loved ones enjoy their lives.
Example Discussion Topics:
Affordability.
Planning for the unexpected.
How a policy works.
Who qualifies for life insurance.
Benefits to carrying a life insurance policy.
Preparing for the future
LONG TERM CARE & DISABILITY INSURANCE SOLUTIONS
No one wants to worry about long term care and disability, but it's something that may need to be addressed someday for yourself or your loved ones.
We're confident we can offer you the best service and products to fit your individual needs. We always start with a free consultation to help you get started.
"I love what I do because of how my clients react when we can meet their goals and ultimately the value I can bring to them".
Registered Representative Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
