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Retirement Assessment!

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ANSWER A FEW QUICK QUESTIONS & GET:

  • Snapshot of your current ability to meet your retirement goals

  • Ability to experiment with different retirement variables (like savings, retirement needs, retirement age, etc.) to see their impact on your goals

  • Suggested "what-if" scenarios to avoid retirement savings shortfalls

  • Complete printable / saveable report with above information summarized

we can help with your investment management

 

FOLLOW-UP CONTACT:

  • If you have any questions about your retirement assessment and want to talk to someone further about it, please reach out to Shayne Nagy.  He'll be glad to help!


  • Shayne Nagy

    VP, TRUST OFFICER, MANAGER

    (574) 273-7612  |  Email Shayne
    4100 Edison Lakes Pkwy., Ste. 300
    Mishawaka, IN 46545

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