planning your retirement planning your retirement 3 steps to success!

PlanningPlanningYour Your

RetirementRetirement3 Steps to Success!3 Steps to Success!

Steps to Successful Steps to Successful Retirement PlanningRetirement Planning

What is important about money to What is important about money to you?you?

Security

Peace of Mind

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Steps to Successful Steps to Successful Retirement PlanningRetirement Planning

What is important about money to What is important about money to you?you?

What are your important goals that What are your important goals that take money, and planning, to take money, and planning, to achieve?achieve?

Retire:Retire:March 1, 2012March 1, 2012

$50,000$50,000

Financial RoadMapFinancial RoadMapGoalsGoals

$110,000$110,000

Steps to Successful Steps to Successful Retirement PlanningRetirement Planning

What is important about money to What is important about money to you?you?

What are your important goals that What are your important goals that take money, and planning, to take money, and planning, to achieve?achieve?

What is your current financial What is your current financial reality?reality?

Our Goal

Why Do I Need a Why Do I Need a Retirement Plan?Retirement Plan?

Highly Successful Highly Successful Businesses…Businesses…

Start with a Start with a Business PlanBusiness Plan

Security

Peace of Mind

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Retire:Retire:March 1, 2012March 1, 2012

Financial RoadMapFinancial RoadMapGoalsGoals

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Diversify

Add Long Term Care?

Change Tax Deductions?

Estate Planning

Deliverables Team

Residential Real Estate 

Employee Benefits Specialist

Long Term Care Specialist

Estate Planning Services

Merger & Acquisition Advisory Services

Casualty Insurance Services

Contact Us

Burns Capital Investment Advisors, Inc.

(503) 538-4103clientservices@burnscapital.com

Schedule your complimentary Financial RoadMap Meeting Today!