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Schedule a Portfolio Review & Get a $50 Gift Card from Buckhead Life Restaurants

Schedule a Portfolio Review & Get a $50 Gift Card from Buckhead Life Restaurants

April 16, 2018


Will the next market downfall affect when you can retire and your retirement lifestyle? Do you want more options than you have in your current 401k, 403b, TSP, IRA or other retirement plan? In today’s uncertain financial environment, perhaps it’s time to explore your options further. I am offering you a complimentary retirement plan review in which there is no cost or obligation. For those that qualify, I’ll give you $50 for your time!

Click Here to see if you qualify for a $50 Gift Card to Buckhead Life Restaurant Group - You will select a day and time and then be directed to 4 simple questions to qualify.

Some of the topics we can privately discuss that may provide your retirement plan with safety, access and growth include:

* Guarantee you and your spouse income that cannot be outlived.

* Plan ahead for up and down markets.

* What kind of retirement plan fees are you paying?

* Risk Score - Do you know what yours currently is? Have you ever measured it? Does your portfolio match your risk score.

* Market Volatility - How do you help protect your retirement from another downturn?

* Do you truly understand your net rate of return (after fees and costs) on your retirement plan?

I will provide you with new perspectives and bring clarity to financial complexities. My team has developed and refined a process that helps our clients get to a “Work Optional” lifestyle while protecting them along the way, and our process continues to evolve as life unfolds. We call it our D3R2 Process. Want to learn more?

Click the link to see if you qualify for a $50 gift card* to Buckhead Life Restaurant Group!

I appreciate, value and respect your time. In order for us to conduct an effective meeting, please bring your retirement plan statement(s) with you, as well as any other accounts you may want me to review. I also highly recommend all household decision makers be present at this meeting. I look forward to seeing you soon!

*No purchase required. You must fill out the survey to see if you qualify and if so, your appointment must be completed by no later than Thursday, June 7, 2018. Limit one gift card per household.

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