Congratulations! You have finally reached the finish line. If you followed the steps in this tutorial, you should now have at least a reasonably clear idea of where you are financially, how your assets are working for you and what you should have available to you when you stop working.
If you're a couple, you will have talked through this plan with your spouse or partner. You will also have a good idea of what you need to do now to get from what you've learned to where you want to be. You may need to make many changes to reorganize and consolidate your financial life – or have learned that you're already well organized.
Either way, give yourself a pat on the back: The steps you have taken now have the potential to make a huge difference in your quality of life at retirement.
Neil Buono
SafeGuard Investments
11204 Clayridge Dr
Tampa, FL 33635
813-495-8550 office
813-441-6850 fax
941-544-8546 cell
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