Are you prepared, financially and otherwise, for the ups and downs of retirement?
How have you protected against the major risks to yourself, your family and your estate?
Are you certain that you can maintain your financially independent lifestyle throughout your retirement?
Is your business succession planned so that you continue to benefit from all your hard work after you retire?
Is your estate designed to maximize assets, reduce taxation, and take the best possible care of your family?
Is your legacy, the manifestation of your life’s work, securely established?
Do you have a trusted advisor who can help you answer these questions?
© S. Chorpenning 2011
Ken Okuno, CFP®
Okuno Associates
140 S. Lake Avenue
Suites 205-207
Pasadena CA 91101
626.585.3503
CA Insurance Lic. 0B40970