|
When you chose the Allen Financial Retirement Services organization as your partner,
you have joined forces with an industry leader. Our commitment to service and innovation
help individuals and businesses work toward financial success.
We offer a multitude of quality products and services that are customized for individual
and/or business needs. And, although we've carved out a reputation as a stable,
financially strong corporation, working with the country's leading retirement
companies, we're not so established that we can't give retirement the freshness it
deserves.
Congress has changed the rules
governing Individual Retirement Accounts (IRAs) for 1998. All IRA owners will have greater
flexibility when making withdrawals from IRAs, more investors will be able to make tax
deductible contributions to traditional IRAs, and there are even new kinds of
IRAs! For more information on how a Roth IRA might apply to you, read
"Quick Facts about IRAs".
Evaluate Your Needs:
The first step to any financial plan is to evaluate. Use these worksheets to
determine your starting point and define your goals.
- Income and outflow...take stock of money coming in, and where you spend it.
- Determine your net worth...get a handle on how much you have and where it's invested.
- How much will you need...project your retirement income goals, and figure out how to
reach them.
Develop the retirement investment strategy that's right for you using the Financial
Self Analysis to help get a handle on your own situation. Your own goals and investment
timeline will help you develop a specific investment strategy, and the Model Portfolios
will help you see how you might want to consider investing your retirement dollars.
- Call us for a Financial Analysis to determine your own tolerance for investment
risk...see how your answers will help you develop a specific investment strategy, and look
at our model portfolios for a wide variety of investor needs.
Investment, Life Insurance &
Retirement FAQs
|
