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RETIREMENT DIRECTIONS LLC

Source of Your Personal Retirement Roadmap. Is a financial planning firm dedicated to helping people navigate the new course of retirement. Patricia E. Gottier, the principal, is a. Professional and Chartered Life Underwriter with over 25 years of experience in financial services. She has developed a SIMPLE, POWERFUL, AFFORDABLE. Planning method which will generate a personalized. For your use in the coming years. Whether you are approaching retirement age or already there. . . You have unique priorities;.

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PERFECT PRIVACY, LLC

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PERFECT PRIVACY, LLC

12808 Gra●●●●●●●●●kway West

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RETIREMENT DIRECTIONS LLC | retirement-roadmap.com Reviews
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Source of Your Personal Retirement Roadmap. Is a financial planning firm dedicated to helping people navigate the new course of retirement. Patricia E. Gottier, the principal, is a. Professional and Chartered Life Underwriter with over 25 years of experience in financial services. She has developed a SIMPLE, POWERFUL, AFFORDABLE. Planning method which will generate a personalized. For your use in the coming years. Whether you are approaching retirement age or already there. . . You have unique priorities;.
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1 retirement directions llc
2 retirement roadmap
3 planning process
4 disclosure
5 ertified
6 inancial
7 lanner
8 etirement
9 oadmap
10 life is unpredictable
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RETIREMENT DIRECTIONS LLC | retirement-roadmap.com Reviews

https://retirement-roadmap.com

Source of Your Personal Retirement Roadmap. Is a financial planning firm dedicated to helping people navigate the new course of retirement. Patricia E. Gottier, the principal, is a. Professional and Chartered Life Underwriter with over 25 years of experience in financial services. She has developed a SIMPLE, POWERFUL, AFFORDABLE. Planning method which will generate a personalized. For your use in the coming years. Whether you are approaching retirement age or already there. . . You have unique priorities;.

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RETIREMENT DIRECTIONS LLC

http://www.retirement-roadmap.com/home.html

Source of Your Personal Retirement Roadmap. Is a financial planning firm dedicated to helping people navigate the new course of retirement. Patricia E. Gottier, the principal, is a. Professional and Chartered Life Underwriter with over 25 years of experience in financial services. She has developed a SIMPLE, POWERFUL, AFFORDABLE. Planning method which will generate a personalized. For your use in the coming years. Whether you are approaching retirement age or already there. . . You have unique priorities;.

2

RETIREMENT DIRECTIONS LLC

http://www.retirement-roadmap.com/disclosure.html

Source of Your Personal Retirement Roadmap. The regulatory disclosure for Retirement Directions LLC, a New York State Registered Investment Adviser. Also, please note that nothing in this website should be construed as a solicitation for investment advisory business in any state other than New York. Personal financial planning advice will only be rendered after:. Delivery of the Form ADV-Part II to the client;.

3

RETIREMENT DIRECTIONS LLC

http://www.retirement-roadmap.com/planningprocess.html

Source of Your Personal Retirement Roadmap. The objective of Retirement Directions LLC is to develop a personalized. Which will clarify your vision of the years ahead and provide options to help you achieve it. You choose the areas you want to examine for example:. Asset Inventory and Valuation. Evaluation of Health Insurance Needs. Evaluation of Long-Term Care Needs. Estate Tax/Estate Settlement Analysis. Review of Beneficiary Designations. Gift and Charitable Planning. Wills, Trusts and Probate Planning.

4

RETIREMENT DIRECTIONS LLC

http://www.retirement-roadmap.com/retirementroadmap.html

Source of Your Personal Retirement Roadmap. I founded Retirement Directions LLC and developed the Roadmap. Concept to offer consumers a flexible and affordable retirement planning package. That they would find truly useful. Today, simply knowing your number (the amount of capital you will need to produce the retirement income you want) is not enough. As you approach retirement, obviously you need strategies to help you accumulate, grow and protect your wealth. Set priorities and manage cash flow;. These ...

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RETIREMENT DIRECTIONS LLC

Source of Your Personal Retirement Roadmap. Is a financial planning firm dedicated to helping people navigate the new course of retirement. Patricia E. Gottier, the principal, is a. Professional and Chartered Life Underwriter with over 25 years of experience in financial services. She has developed a SIMPLE, POWERFUL, AFFORDABLE. Planning method which will generate a personalized. For your use in the coming years. Whether you are approaching retirement age or already there. . . You have unique priorities;.

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