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Do current financial uncertainties, like not having a pension, have you concerned about retirement?  If so, your not alone.  In fact, "Only 13% of Americans with at least $1 million in investable assets feel wealthy...the fear of running out of money in retirement and reliance on their own savings -rather than Social Security and employer funded Pensions - make it harder for even well positioned Americans to feel financially wealthy..." - USA Today

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Hello there

Do you need CPR

Why we need financial CPR is because the financial decisions you make now are reflective of your financial success in the future. Achieving financial security in retirement starts with making smart choices. And I believe making smart choices begins with a Compass Plan Review (CPR), where you start by learning the questions to ask, and the problems to solve, before you move forward and make those important financial decisions. In fact, I believe it’s so important, that I have made it absolutely free to you!

Our CPR starts with an Income Analysis so you can address important questions, such as, will your portfolio be able to generate the sustainable income you need for the rest of your life? Or are you going to run out of money? Next, we run a Risk Analysis to determine how much risk you are taking with your portfolio. Do you know how much you could lose the next time the market has a correction? Third, we run an Investment Analysis. Studies show that the vast majority of you have no idea what you are really paying in fees. You may be quite surprised to see the results. And lastly, we perform a Tax Analysis. If there were ways that you could legally reduce the taxes you pay, wouldn’t you like to know? For example, what are you doing about your largest tax liability, which is most likely your IRA, 401K, or 403b? After all the years you’ve spent putting money into these accounts, all that money is going to be taxed someday. Do you have a plan to keep your taxes to a minimum when that money comes out?

Advisory Services offered through API Financial Advisors. We do not accept orders and /or instructions regarding your account by e-mail, voice mail, fax or any alternative method.Privileged/ Confidential Information may be contained in this message. This electronic mail transmission and any document(s) accompanying this transmission is privileged, and may be proprietary in nature. It is intended only for the use of the named addressee(s) to which it is directed. If you are not the addressee(s) indicated in this message (or responsible for delivery of the message to such person), you may not copy or deliver this message to anyone. In such case, you should destroy this message and kindly notify the sender by reply email. Please advise us immediately if you or your employer do not consent to Internet email for message of this kind. Opinions, conclusions and other information in this message that do not relate to the official business of our firm shall be understood as neither given nor endorsed by it.