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Are you ready for retirement? Take the Checklist Challenge and find out!

Does your plan account for all — or at least most — of the primary issues you could face in retirement?

Have you done enough to confidently retire?

This 34-point checklist will help measure your retirement readiness, guiding you through some of the most pressing retirement concerns. You’ll examine:

• Whether you’re taking on an appropriate level of risk

• How your assets and liabilities stack up

• What gaps you may have in your current plan

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Get Your Free Checklist:

3 page (instant download)

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

In this Free Checklist, You'll Mark Off Vital Elements Pertaining To:

Income

Medical & Health Care

Advanced Financial Planning

Risk Management

Tax-Efficient Strategies

MONEY MONDAYS ON MIDDAY MADISON

AS SEEN ON

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Mondays 11:15am-11:30am during Midday Madison
Sundays 9:00am-9:30am during Capital City Sunday

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Don’t leave your retirement to chance. Make sure you’re prepared. Get your instant download!

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CONTACT US

Phone: 608.208.1800
Fax: 866.225.5801
Email: info@ri-strategies.com

EVANSVILLE OFFICE

7 E. Main Street
Suite 6
Evansville, WI 53536

MIDDLETON OFFICE

8383 Greenway Blvd.
Suite 600
Middleton, WI 53562

MADISON OFFICE

2810 Crossroads Drive
Suite 4000
Madison, WI 53718

BROOKFIELD OFFICE

200 S. Executive Drive
Suite 101
Brookfield, WI 53005

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This content is provided for informational purposes only. Investing involves risk, including the potential loss of principal. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Securities offered through Kalos Capital, Inc. and investment advisory services offered through Kalos Management, Inc., both at 11525 Park Woods Circle, Alpharetta, GA 30005, (678) 356-1100. Retirement Income Strategies is not an affiliate or subsidiary of Kalos Capital, Inc. or Kalos Management, Inc.

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