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Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Retirement Income Source® SFG and Sound Income Strategies, LLC are associated entities. Retirement Income Source® SFG is a franchisee of Retirement Income Source®, LLC. Sound Income Strategies, LLC and Retirement Income Source®, LLC are associated entities.
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No
Are you currently retired?
Yes
No
Do you know how much monthly income you will need in retirement?
Yes
No
Do you know how much you will get from Social Security?
Yes
No
Do you own rental property?
Yes
No
Do you have a pension plan?
Yes
No
Do you know how much income your investments will generate?
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No
Are your retirement investments set up to generate income and are reviewed and adjusted regularly based on market conditions and your risk tolerance?
Yes
No
Are you paying
investment
management fees
to an advisor?
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No
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Here are some helpful resources to help you in your retirement planning.
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