Financial Network, an ING Company

LISTEN TO PHIL EVERY
WEDNESDAY MORNING IN MARCH ON 770 KKOB AM RADIO
AT 6:23 AND 7:43 AM

Click the Radio Show link (on left side of this page
for information provided on the show).

  
IS IT TIME TO REVIEW YOUR FINANCIAL PORTFOLIO?

You get to assess the "team" concept before you decide if you want to work with us. 
Hopefully you will have a clearer picture of the road ahead.

• Family - children, grandchildren, surviving parents -- especially if there are financial requirements;
• Retirement plans and unique financial objectives;
• Annual cost of living;
• Existing investments, savings and ongoing contributions;
• Life, disability, health and long-term care insurance;
• If applicable, your business(es), employees, succession planning and retirement plans; and,
• Existing or desired estate plan.

• A summary of the first meeting to help ensure we understood your overall picture;
• We may do a life projection based upon specific data you provided and agreed to assumptions (inflation, realistic rate-of-return) to get a feel for your ability to be financially secure;
• Analysis of your existing investments -- specific stocks, bonds, mutual funds, annuities and existing insurance;
• Suggestions, if appropriate, on reallocation of existing assets;
• Ideas on how to potentially reduce your taxes;
• Encouragement to update or complete your testamentary planning (if applicable); and,
• The method(s) by which I can be compensated.

Let OUR TEAM help you WORK
TOWARDS your financial goals!