Retirement Blueprint

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Retirement Blueprint

Benefits:

Find out how long your money is projected to last
See how different retirement dates may affect your retirement goals
Determine how much of your retirement money is taxable
See your current and potential financial situation all in one place
Determine how certain changes may impact your retirement
Plan for the unexpected like Long Term Care or premature death
Evaluate the risk in your current investment portfolio
Have a written plan and establish retirement goals

Process:

Talk about your financial and retirement goals
Gather your current information on income, assets, budget
Review your initial Retirement Blueprint
Develop strategies that aim to:
Improve performance
Protect your assets
Reduce your risk if necessary
Prepare for the unexpected
Implement agreed upon strategies
Review written plan annually, as needed, or when there are significant changes

Have Questions for Kevin Christ?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Privacy Policy | Terms of Use

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and KPC Financial Solutions are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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