PRLog (Press Release) -
Oct 22, 2009 -
Our customized report will empower you to make informed decisions today about your retirement as never before. This is one of the most comprehensive, concise reports available today.
Learn when you may retire, how much you need to save before retiring, how much you may spend each year in retirement, and when you risk running out of money. See what the impact would be on your situation if your portfolio value drops in the first two years after you retire, or if you were to need long term care at age 75. You will receive a personalized report with strategies for you to implement within three business days for just $189.
You provide your information in one place on our secure website. You can view a sample report on our website to see the information we collect, our disclaimer and the assumptions we use in each analysis. Go to www.planprep.com | Retirement Report and click on the link.
PlanPrep is trusted nationwide by financial professionals to provide expert advice with solid recommendations for their clients’ unique financial situations. Burt Williamson, PlanPrep’s founder, has been involved in solving thousands of financial matters for people since 1995. Now, you can benefit from Burt's vast experience and easy to understand reports.
Burt Williamson is a CERTIFIED FINANCIAL PLANNER TM professional, with a degree in economics from Columbia University and an MBA from the University of Connecticut. He began his financial planning career with American Express Financial Advisors. He became a member of the Advance Advisor Group and won awards for his exceptional financial planning skills. Prior to launching PlanPrep in 2006, Burt served as the senior planning specialist for LPL Financial, which is the largest independent broker/dealer in the U.S. PlanPrep LLC is registered as an Investment Adviser with the Securities & Exchange Commission (SEC).