Retirement

Does this describe you?

You are nearing retirement and have over $500,000 in investment and/or retirement accounts.

You want to delegate the management of these monies to a team of professionals.

You are wondering how to create an income stream from your retirement account (without annuities).

Do you want a guide to help you:

– Craft a sustainable investment and financial plan?

– Optimize your taxes and give to charitable causes more tax-efficiently?

– Analyze your Social Security options and review your Medicare coverage annually?

– Avoid mistakes and uncover blind spots?

Would you like to work with an advisory firm who:

1

Provides clear recommendations that simplify complex issues, spell out options, and ease decision-making?

2

Helps you understand the “why” behind their recommendations?

3

Offers distinctive guidance without an incentive to sell financial products or earn commissions?

If you’re ready to take the next step…

To learn more about key decisions you’ll face in
retirement, download your complimentary guide,
“The 5 Keys to Retiring with Confidence.”

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

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DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

DOWNLOAD "5 KEYS TO RETIRING WITH CONFIDENCE" HERE

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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