Ask Yourself The Following Questions


  1. Are you happy with the financial advice you have been receiving over the last several years?
  2. Do you know how much money it will take for you to retire comfortably and remain comfortably retired?
  3. Do you believe you are reaching your retirement goals?
  4. Have you developed a plan for a retirement income stream?
  5. Even if you beleive that you have enough money earmarked for retirement at the present time, are you concerned about having enough income in 10 or 20 years due to the potential impact of inflation?
  6. Are you concerned about maintaining your current lifestyle in later years in the event of the loss of a spouse and their Social Security  income, and possibly their pension?
  7. Are you concerned about the loss of your principal due to stock market volatility and / or a recession?
  8. Are you concerned about preserving your estate for your spouse and future generations?
  9. Are you concerned about the various tax implications of your IRA's and other retirement accounts?
  10. Are you concerned that you may be paying too much in personal income and/or Social Security taxes?
  11. Are you concerned about the cost of nursing home expenses, and how those rising costs may impoverish you or your spouse?
  12. Do you see the benefit in getting a second opinion?

If you have answered "yes" to any of the questions presented above, and think that you may benefit from a free, no-obligation consultation with a Devon Financial Group professional, please click on the Contact Us and enter your personal information on the form and click Submit. One of our professional scheduling coordinators will contact you promptly.