Mid-Year Retirement Checkup
Make sure your retirement plan is on track.
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Here are five simple questions to think about during your mid-year checkup:
1. Am I Saving Enough?
Look at your current savings and see if you're on track to meet your retirement goals. Are you putting away enough each month?
2. Are My Investments Right for Me?
Check if your investments match your retirement timeline and comfort with risk. Do you need to make any changes?
3. Has Anything Changed in My Life?
Think about any major changes like a new job, higher expenses, or family additions. How do these changes affect your retirement plan?
4. Am I Getting All My Tax Benefits?
Make sure you're taking advantage of tax benefits, such as employer matches or special retirement accounts. Are there any other ways to save more?
5. Should I Adjust for Market Changes?
Review how recent market changes may have affected your investments. Do you need to make any updates to protect your savings or take advantage of new opportunities?
Your Financial Success Starts Here
Our advisor team is here to help you answer these questions and make sure your retirement plan is on track. Let's schedule a mid-year checkup to review your progress and make any necessary adjustments.
Client Testimonials
"Fullerton is like 'Cheers', minus the bar scene. I walk in and everybody knows my name. .......Makes me feel belonged"Porter F.
"Every person I have dealt with has impeccable customer service skills and is always available to help me with whatever I need. They make it obvious that this business operates like a large family where every employee has great respect and rapport with each other. They make me feel as if I am also in the Fullerton Financial family."Gail P.
"The attention to detail, the knowledge base of the team, and the continued open lines of communication all exceeded my expectations. I know that I made the right decision to bring my business to Fullerton Financial Planning."Fanchon E.
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Work with Fullerton TodayEarning the Trust of Savers and Retirement Planners
The greatest gift our clients can give us is the introduction of a friend or family member. It’s a priceless vote of confidence that we truly value. We hope you will give us the opportunity to earn your business during a complimentary consultation.
