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Individuals

Making decisions as an individual, you have to make choices regarding:

  • How to accumulate dollars for a Retirement Plan and in what kind of account or fund?
  • If you move from one company to another through your life time - how do you move your money?
  • With the Affordable Health Care Act in place, how do you acquire health care?
  • While working does your employer have Group Disability Insurance or Group Life Insurance in place to assist you in paying bills if something happens to you?
  • As a member of a family, have you put all of the appropriate documents in place for your family?
  • Do you review all of your plans and documents at least every 4-5 years to make sure all are as you intend?
  • When you approach Retirement you need to review all of your portfolio and begin creating a plan for that day. It is critical to do this ahead of the day instead of a couple months prior.

The best plan and best choices are done with quality information, time to review, discuss and select. Wyman Financial Solutions is here for all times.

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