Finish Work - Lifestyle and Legacy Planning

Phase Three, the Finish Work! 

The final phase of the plan is the fun part. This is where all the discipline and hard work begin to pay off. You earned the right to slow down a bit; hit that snooze button one more time each morning, take a few more long weekends each month, take two weeks vacation - at once, spend more time with the grandkids, travel, golf, hunt, fish and enjoy more of what matters to you. 

All the planning & strategies we have implemented have been leading to this point. We now only need to make a few final adjustments.

- We'll create Guaranteed** sources of retirement income to take care of your required income needs.

- We'll show you how to utilize your assets in the most tax efficient^ manner to create enough discretionary income to do all the "Fun Stuff" you've been dreaming about in retirement.

- Finally, we'll address any Legacy planning you may have in mind for your loved ones and/or your favorite charities. 

Whatever you decide you may want retirment to look like, we will be here to guide you every step of the way.

 

^Neither BLU DOOR FINANCIAL, INC. nor NYLIFE Securities LLC, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

**Guarantee is backed by the claims-paying ability of the issuer.

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