You are a Builder if:
You are more than ten years away from retirement
AND
You would like a financial guide to help you gain clarity, take action, and hold you accountable to your financial goals. As a Builder, you may face decisions regarding the following:
Student loan repayment
Real estate purchase
Growing family & college funding
Employer stock compensation
Financial Independence & Early retirement
Protection of your assets
Job changes
Inheritance or windfalls
Divorce
You are a Protector if:
You are within ten years of retirement or are already retired
AND
You need to know what steps to take today to meet your retirement goals without fear of running out of money. As a Protector, you may face decisions regarding the following:
Your ideal retirement date
Social Security and pension decisions
Protecting what you’ve saved
Living off of your investments
Reducing taxes
Healthcare & long-term care needs
The early death of a partner
Legacy planning
Creating a retirement income strategy