Keys to a Successful Retirement - Goal Planning & Monitoring

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KEYS TO A SUCCESSFUL RETIREMENT


Reaching your goal starts with a process to identify them


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YOUR VISION OF

THE FUTURE

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    1. Where will you live?

    2. What will you do?

    3. Who are the people that matter most to you?


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    PRIORITIZE YOUR GOALS


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    IDENTIFY YOUR RESOURCES


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    PUTTING IT TOGETHER


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    Planning is about both the short and the long term, we can help you understand how the pieces fit together today while keeping an eye on how today’s environment impacts your long-term success.


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    CHECKING THE DATA


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    YOUR NET WORTH STATEMENT



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    THE MARKET AND YOU


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    LOSS TOLERANCE SUMMARY


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    YOUR RESULTS


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    When we get to results, we look at your plan in 3 different ways:


      Average Returns – can you reach your goals if the market has a steady return over time


      Bad Timing – can you reach your goals if the market declines in the first 2 years of retirement


      Probability of Success – given the reality of volatile markets, how likely is it that you will reach all of your goals?


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MAKING THE PLAN YOUR OWN


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PLAY ZONE®



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BEAR MARKET TEST



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TESTING FOR THE UNKNOWN


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STICKING TO THE PLAN


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STAR TRACK HISTORY


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YOUR CONFIDENCE


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Our goal is to help you gain confidence about your future.


There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss. Asset allocation and diversification do not ensure a profit or protect against a loss. Past performance is not indicative of future results. ©2013 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC ©2013 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value


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