Orange County Retirement Audit

Are you prepared for retirement? When will you be able to retire? Do you need to make changes now so you can retire when you want to? These are questions that begin to come to mind for many people later in life... much later than they should. Your opportunity to save for your future shrinks every day.

If this describes you, you need to contact Pascal Insurance and Financial Services for an Orange County Retirement Audit today. We are a financial services company that truly cares and will get to know your unique financial situation. Would you trust a doctor to properly diagnose and treat you if they did not take the time to see you and ask the proper questions? No, probably not. Retirement planning is much the same. We will take the time to create the big picture of your future and form the proper plan to make your vision a reality.

At PIFS, we put not only our own considerable experience to work on your behalf, but also the knowledge of the elite team of The Nautilus Group® professionals with credentials in taxes, law, life insurance, accounting, and philanthropic planning. This coordinated approach helps ensure that all areas are considered when formulating the right course of action for you.

During your audit, we will address the following

  • Red flags of working with the wrong financial professional
  • The importance of clarity in the retirement process
  • How to plan the longest vacation of your life
  • Social Security maximization and 401k and how to use these assets to your advantage

Call (949) 797-2443 or email us at cbuisson@ft.newyorklife.com to schedule your Orange County Retirement Audit today!

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