will do financial plan for food!
If you’re 2-4 years from retirement, you probably have a lot of questions. We’re here to answer them, and help you transition to the Next Third of life well!
This month at Next Third Retirement Coaching, we will be donating $100 to a local Fox Cities food pantry for every free, no obligation retirement financial plan completed. During this complimentary consultation, we will create for you a retirement financial plan, or give you a second opinion on your current plan.
we offer support in the following areas:
- SOCIAL SECURITY
- RETIREMENT INCOME & PLANNING YOUR LIFESTYLE
- INVESTMENT STRATEGIES & LEAVING A LEGACY
- MEDICARE & LONG TERM CARE
request a meeting now:
After completing the form, someone from our team will be in contact to confirm your appointment time.
Next Third Retirement Coaching offices are located at 2009 South Memorial Drive in Appleton. Please arrive at least 5 minutes before your scheduled meeting. Please bring along any financial documents related to your current retirement plan you’d like us to review.
Your complimentary consultation will last about an hour. At the end of our time together you’ll leave with a customized retirement financial blueprint, or a thorough review and assessment of your current plan.
Please contact us with any additional questions you may have.
Mutual funds, ETFs, variable annuities, and variable universal life insurance are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the mutual fund, ETF, variable annuity contract, or variable universal life insurance policy and the underlying investment options, can be obtained from your financial professional. Be sure to read the prospectus carefully before deciding to invest.
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Securities offered through LPL Financial, member FINRA/SIPC.
Paul Hoffman, CFP®, LPL Financial Advisor, Next Third Retirement Coaching 2009 S. Memorial Drive. Appleton, WI 54915 | paul.hoffman@nextthird.com | 920.733.4453 | www.nextthird.com
Next Third Retirement Coaching and LPL Financial are separate entities. LPL does not provide tax advice or services. Please consult your tax advisor regarding your specific situation.
This seminar is not intended to be a substitute for specific individualized tax advice. Neither LPL Financial, nor its registered representatives, offer tax or legal advice. We recommend you discuss your specific situation with a qualified tax or legal advisor.