Charles Schmitz    
Arlington Heights, IL    
Phone: 847-392-9268    
Heritage Partners: Making Trusted Financial Advice A Tradition

Retirement Planning
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   Decisions At Retirement
   Living On Your Investments
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Living On Your Investments

Living On Your Investments
Going from a consistent paycheck to living on your retirement funds can be very troubling until the questions are answered and the situation understood. Even then there are the lingering questions of "will my money still be there?" and "will it last?".
  • Is my money invested in the right place?
  • What happens if the market goes down?
  • What happens if interest rates go down?
  • Should I turn my assets into an income I can't outlive?
  • How much of my money should be protected from the stock market?
  • Stocks, bonds, annuities, CDs, savings bonds???

How comfortable and confident will you be in 5 years? It starts by setting aside an hour to talk.

A comprehensive review of your situation along with an understanding of your goals will help define an investment policy that is suitable for you and that will allow you to sleep at night.

A Comprehensive Three-Step Process

  • What Is Your Current Situation, Issues, and Goals
  • What Kind Of Investment Policies Make Sense For You
  • Investment Selection, A Structured Process Of Identifying Good Choices

Along with - An Investment Professional Who Stays Around To Help.

Emphasis On Protecting Your Money While Providing Growth

Heritage Partners, Arlington Heights, IL Phone 847-392-9268

Securities and Investment Advisory services offered through Ausdal Financial Partners, Inc, 5187 Utica Ridge Road, Davenport, IA 52807 (563)326-2064. Member: FINRA/SIPC.
Heritage Partners and Ausdal Financial Partners are independently owned and operated.
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