Not beginning with the end in mind (i.e. not understanding how retirement income streams work before allocating savings for it).
Losing the maturity of money because of major expenses, such as college funding.
Thinking all you need is one financial tool (i.e. a 401(k) plan).
Not understanding the different financial tools available and how their attributes are supposed to interact to create greater results.
Saving harder—not smarter.
Postponing planning and action—the dollars we save today are the most valuable in the future.
The actions you take today, or do not take, could have a significant impact on your future and retirement income down the road. My individualized process is based on sound economic principles. I welcome the opportunity to share my knowledge and create a plan specifically for you.
Please contact me for an introductory meeting.
Allen & Furr, Inc.
500 Sun Valley Drive, Suite E-5
Roswell, GA 30076
Phone: (470) 514-2205