IS YOUR RETIREMENT INCOME PLAN MAKING YOU SMILE?
WEALTH MANAGEMENT
You worked your whole life to build up your Retirement Portfolio! Do you really want to hear "we are in it for the long haul" when the market crashes? Or would you rather have active management to void the big downturns? CALL TODAY FOR A FREE REVIEW!
INCOME PLANNING
Retired? Retiring soon? Only 30% of retirees have a written Retirement Plan! Many have plans that have never been updated! Will you outlive your retirement savings? What does your plan say? CALL TODAY FOR A FREE REVIEW!
WILLS OR LIVING TRUSTS?
What do you have? Will or Living Trust? Why? Knowing the why can save your beneficiaries THOUSAND's when you pass away! How long since you updated it? Is it still relevant to your situation?
Call MP TOWNSEND FINANCIAL TODAY AND SCHEDULE A REVIEW!
TAX & ESTATE PLANNING
The ability to minimize your taxes and make all the difference in the ability to not outlive your Retirement Income! Without proper Tax Planning you could very easily spend much more of your Retirement Savings then you have to! Have you had someone do a thorough review for you?
How about Estate Taxes? Do you have a plan so that your heirs can keep more of what you have saved? CALL TODAY FOR A FREE REVIEW!
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Portland office
LA Quinta office
79200 Corporate Center Dr.
Ste 102 ,
La Quinta, Ca 92253
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