Guiding Many Clients on the Retirement Journey

Over Greg Lavelle’s 20-year career in the financial services industry, he has guided many clients through the retirement process. He typically works with pre-retirees who are one, two or three years away from retirement. They typically bring in a shoebox of statements to the first meeting. Using that information, an asset summary is created, since many people don’t know what they are worth. The next step is to create a retirement plan based on those assets, giving people a roadmap so they can feel more confident moving forward.

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Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20630 – 2020/12/21