5-Step Plan

1. Gather Information

Collect the facts and get to know you.

2. Identify Retirement Goals

Learn how creating retirement income differs from saving for retirement.

3. Review Beneficiaries

Map out a plan to make sure your assets will go to the people you intend to receive them when you’re gone.

4. Review Custodian’s Beneficiary Rules

Make sure that the agreements are in place to allow your beneficiary plan to be followed.

5. Review Trust

Make sure it is current and still serving your purpose.

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