Frequent Mistakes

1. Lack of a proper or suitable plan

2. Failure to communicate

3. No sense of urgency

4. Expecting company or union pension

5. Relying on government pension or assistance

6. Expecting family assistance

7. Lack of patience

8. Improper / inadequate insurance coverage

9. Failure to properly understand risk

10. Outdated or no Will

11. Failure to understand tax liabilities

Our mutual fund dealer is Investia Financial Services Inc.

Insurance products are provided through multiple insurance carriers.

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