Ready to Retire

Ready to Retire

Your opportunity to get a clear view of your retirement finances starts here.

You have worked hard over your career to save for retirement.  You may have accumulated a pension, a couple of 401(k) accounts, and maybe even a few IRA or Roth IRA accounts. 

Now you want to know, can I afford to retire?

We are passionate about customized retirement advice.

Movéo Financial Group, Inc. offers stand-alone, customized retirement planning advice. 

Based on information you provide about your situation, we will calculate what your living expenses are likely to be over the course of retirement, and how much income you are expected to receive, including Social Security, pensions, any earnings from work, and investment income.

Your plan will then provide the answer you’re anxious to know:

  • Are you likely to have money left over after paying expenses?                       
  • Or will your estimated retirement income fall short of your needs?

We will  then work with you to help you understand the choices available to you. 

Of course, you already know that no one can predict the future with 100% precision. But literally thousands of possible scenarios are taken into account in formulating this plan, making it a financial tool you can use with confidence.


The Ready to Retire financial plan is offered

at a flat-rate, fixed price.  

We are passionate about stand-alone, customized retirement advice.  We do not require you to have a minimum amount of money available to invest with us.

We offer you the opportunity to receive advice from an independent and objective financial advisor, whom you may engage as a fiduciary.

"Own your future for less than the cost of a weekend getaway."

The Ready to Retire detailed retirement income plan is offered to you for just $895*.

Let's talk about Retirement

* The fixed price of $895 may not be available to clients who are business owners, and/or to those who earn $250,000 or more per year.  Please call for a custom quote.

*All Financial Planning payments are made as follows:

  • 50% due at the time the Client Engagement Letter and Agreement are signed
  • 50% due when the final recommendations are presented to the client.
  • Payment is made only by personal check, made payable to FSC Securities Corporation.

*All financial planning and advisory services are offered through FSC Securities Corporation, member FINRA SIPC and a registered investment advisor.

*Securities and advisory services offered through FSC Securities Corporation, Member FINRA, SIPC and a registered investment advisor. Certain insurance products are offered through Moveo Financial Group, Inc., which is not affiliated with FSC Securities Corporation, and is not a registered broker dealer or investment adivsor. 2260 East Brown Road #6W Mesa, AZ 85213.  480-275-5219.  Michelle L. Patel is registered in the following states: Arizona, California, Colorado, Illinois, Oregon, and Washington.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is stricly as a courtesy.  When you link to any of the web sites provided here, you are leaving this web site.  We make no representation as to the completeness or accuracy of information provided at these web sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.  When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved