3500 SR 59 N
Linton, IN 47441

David Hensley, Certified Financial Planner™

812.798.7239

 
What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early Keeping Up with the Joneses

   What's the Secret to a Successful Retirement?     You have to have a Plan!! 

 5 Questions you have to have answers to before and during retirement:

1). How much money do I have to have each month to live on? not the extras - just to live on?

2). Am I guaranteed to have that much coming in each month?

3). What's the best strategy for taking Social Security?  Should I file and suspend?  Will I be taxed?      How much will the remaining spouse receive?

4).  Am I certain I won't run out of money in retirement and what can I do to reduce that possibly?

5).  What is my strategy for paying for Long Term Care?

These are really just a few of the questions you need answered in order to minimize your worry during retirement.

As a Certified Financial Planner® professional, my goal is to assist you to answer these, and other questions by providing a Retirement Analysis to maximize your potential for a wonderful retirement:

In short, I provide objective information to help people make their hopes and dreams become a living reality.  

If you would like a complementary consultation to discuss these or other financial matters, please give me a call at 812.798.7239.  We will sit down and discuss how I can help you reach your financial dreams.



*Legal advice and services provided by unaffiliated attorneys


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 When is the Best Time to Take Social Security?

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