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Financial Planning Topics
- Affiliated Financial Group
1.
Please check all the financial planning topics that interest you. This feedback is very helpful to us.
Retirement Planning
- general
401(k) and IRA Guidance
Annuities
(guaranteed income during retirement; pros and cons)
Wealth Management
(diversification; stocks, bonds, mutual funds, ETFs)
Social Security
(understanding how it works - seminar coming soon!)
Life Insurance
(cash value; income protection; long term care)
Estate Planning
(wills and trusts; reduce hassles for beneficiaries)
Real Estate/Mortgage Financing or Refinancing
Budgeting
(identifying and evaluating expenses)
Tax Planning
(tax-efficient Investments; tax-loss harvesting)
College Education Planning
(529 plans; education funding strategies)
Alternative Investments
(real estate investment trusts (REITs): private equity and hedge funds)
Other
(please specify)
2.
Would you like to schedule a session with Dana to discuss any of the above topics? You can meet in person, on the phone or via Zoom.
Yes
- please contact me to schedule
No
- not at this time
*
3.
Name
(Required.)
4.
Email
5.
Phone
1 Albion Street, 3rd Floor, Wakefield, MA 01880
Securities and advisory services offered through Cetera Advisors LLC, a Broker/Dealer & Registered Investment Adviser, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.