Please send me the
requested information.

*Mandatory Fields

We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

Please send me the
requested information.

*Mandatory Fields

We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!


Ignoring Longevity
Underestimating lifespan can lead to outliving savings, putting long-term financial security at serious risk.


Relying on Spouse
Assuming a partner’s retirement plan will cover both can be disastrous, especially in cases of divorce or early death.


Avoiding Risk
Overly conservative investments may fail to outpace inflation, eroding purchasing power over time.


Underfunding Retirement
Not saving enough early on leads to a retirement fund that can’t sustain the lifestyle you envision.


Not Diversifying
Failing to diversify investments can expose your portfolio to undue risk, threatening overall financial stability.


Overlooking Inflation
Ignoring inflation's impact can reduce the value of your savings, diminishing your purchasing power in retirement.


Healthcare Costs
Underestimating healthcare expenses can rapidly deplete retirement funds, especially with rising medical costs.


Poor Estate Planning
Lack of a solid estate plan can cause significant tax burdens and legal hassles for your heirs, reducing their inheritance.


Delaying Retirement
Procrastinating retirement planning forces you to make riskier investments later, jeopardizing your financial security.

CONTACT US

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

CONTACT US


Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066


855-865-6250


www.unlockyourretirement.com


info@unlockyourretirement.com



FEE-BASED FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES ARE OFFERED BYWEALTHKARE.COM, INC. A REGISTERED INVESTMENT ADVISOR DOMICILED IN PENNSYLVANIA.INSURANCE RELATED CONSULTING, PRODUCTS AND SERVICES ARE OFFERED THROUGH AMERICAN ASSETS FINANCIAL CORP.WEALTHKARE.COM, INC. AND AMERICAN ASSETS FINANCIALCORP. ARE AFFILIATED COMPANIES. THE USE OF THE TERM “TAX-FREE” IS LIMITED TO THE FEDERAL INCOME TAX TREATMENT OF CERTAIN ASSETS OR PLANNING STRATEGIES. IT DOES NOTINCLUDE EXPOSURES TO STATE, LOCAL, OR SPECIALIZED TAXES. THE IMPACT OF TAXES IS UNIQUE TO THE FINANCIAL SITUATION FOR EACH INDIVIDUAL OR FAMILY AND SHOULD BECONSIDERED BEFORE ENGAGING IN ANY TRANSACTION. THE WEALTHKARE INVESTMENT CENTER AND BRUCE SMITH ARE NOT AFFILIATED WITH OR ENDORSED BY THE SOCIAL SECURITYADMINISTRATION OR ANY OTHER GOVERNMENT AGENCY. THIS CONTENT IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE USED TO MAKE ANY FINANCIAL DECISIONS.UNAUTHORIZED USE OF THE MATERIAL IS PROHIBITED.