Retirement Checklist


HERE IS YOUR RETIREMENT CHECKLIST. How are you doing?

OTFS will help you consolidate and optimize your portfolio.

(Are you looking to be entered in our $100 THANKSGIVING DRAWING? See below.)

Click on this FUN VIDEO: A lil' something to help jumpstart your thinking, and nudge you off square one!

___ Do you have a written, and current financial plan?

___ Do you know where ALL of your assets are, and are they optimized?

___ Has your financial plan been reviewed at least annually?

___ Are your investments mixed in the right blend for your age and risk tolerance?

___ Have you embarked upon the vital "Retirement Income" conversation?

___ Have you prioritized your monthly retirement income for the future?

___ Have you protected that monthly retirement income from threats?

___ Does your plan acknowledge the very likely costs of long-term care?

___ How about your Will and Estate plan? Is it written? Is it updated?

___ Have you fine-tuned your insurance coverages? How long ago?

___ Have you and your advisor updated your personal age/income projections?


Have you achieved confidence in your finances?  ..   If not, we have work to do together!

Click here to schedule a complimentary, no obligation one-hour meeting with us. We are here to help. 


SPECIAL THANKSGIVING $100 DRAWING

HERE'S A REWARD FOR EXPLORING OUR WEBSITE AND GETTING TO THIS PAGE:

Open an email. In the TO line, type: Andy@OTFSllc.com

(We have not been able to get the automatic link to work properly-- you'll need to type it in. Our apologies.)


In the body of the email, type your first and last names, your city, your phone number and your email.  

Email it, and you'll be entered in our Thanksgiving Week drawing for a $100 VISA Gift Card! Thank you!

(OTFS staff and relatives ineligible for this promotion.)

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