Many people feel intimidated and nervous about seeking financial advice, but the team at Cypress Financial reassures clients that they are there to help and guide them towards a fulfilling retirement. When preparing for the initial consultation, clients are advised to bring statements and information about their assets, debts, and bank accounts. The amount of money needed for retirement varies depending on individual circumstances, such as the cost of living and debt load. Annuities are discussed as a potential option for guaranteed income in retirement, with the benefits of tax deferral and long-term care coverage. John Scallan and Jordan Scallan of Cypress Financial emphasize the importance of regularly reviewing and adjusting financial portfolios to ensure they align with clients' goals and changing circumstances.
For more information, please visit www.CypressFinancial.net!
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