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Your Financial Security Doesn't Come With Instructions

Start your own Retirement Roadmap here!

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Where are you on your retirement journey?

I’m in the midst
of my career

and looking for investment guidance.

I’m in the midst
of my career

and looking for investment guidance.

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Step 1 of 7

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I am saving for retirement in an employer-sponsored retirement plan or an IRA or ROTH.*

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I have left my 401(k) type account at a former employer.*

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I have saved at least six months of expenses in a savings account to handle the unexpected.*

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No

I have life insurance and/or disability insurance, either through work or a private plan.*

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No

I have already prepared one or more of the following for when I pass away: will, health care power of attorney, or health care directive.*

Yes

No

Which best describes your financial knowledge and comfort with investing?*

I don't really understand financial concepts or terms.

I have a basic foundation but don’t feel comfortable making financial decisions.

I am well-read on financial issues and can make sound decisions based on that knowledge.

We’ll analyze your input and get in touch with more information.
This assessment is free of charge.

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I’m nearing retirement

and need to plan for the next
stage of my life.

I’m nearing retirement

and need to plan for the next
stage of my life.

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I have saved at least $250,000 for my retirement in an employer-sponsored plan and/or IRAs and Roth IRAs.*

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No

I have reviewed my Social Security benefits statement in the last year and know what my benefits are at age 62, FRA (full retirement age), and 70.*

Yes

No

I am eligible for a pension.*

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No

I have invested in a solution to address my long-term care needs.*

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No

I have already prepared one or more of the following for when I pass away: will, health care power of attorney, or health care directive.*

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No

Which best describes you?*

Single

Married

Remarried

Widowed

Which best describes your financial knowledge and comfort with investing?*

I don't really understand financial concepts or terms.

I have a basic foundation but don’t feel comfortable making financial decisions.

I am well-read on financial issues and can make sound decisions based on that knowledge.

We’ll analyze your input and get in touch with more information.
This assessment is free of charge.

Name*

First Name Last Name

Phone*

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I’m in retirement

and want to get the most value
out of my investments.

I’m in retirement

and want to get the most value
out of my investments.

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I have started drawing my Social Security benefits.*

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No

I have a formal, written retirement income plan and review it at least every two years.*

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No

I have saving/investment accounts and/or real estate holdings in excess of $250,000.*

Yes

No

I have invested in a solution to address any long-term care needs I may encounter.*

Yes

No

I have reviewed the beneficiary designations on all my savings and investment accounts and insurance and annuity contracts within the past year.*

Yes

No

I have already prepared one or more of the following for when I pass away and have reviewed them in the past three years: will, trust and health care power of attorney, or health care directive.*

Yes

No

Which best describes you?*

Single

Married

Remarried

Widowed

Which best describes your financial knowledge and comfort with investing?*

I don't really understand financial concepts or terms.

I have a basic foundation but don’t feel comfortable making financial decisions.

I am well-read on financial issues and can make sound decisions based on that knowledge.

We’ll analyze your input and get in touch with more information.
This assessment is free of charge.

Name*

First Name Last Name

Phone*

Email*

Δ

Richmond Financial Services

Our clients walk in the door increasingly anxious about financial security through each of the major life transitions. And there is no lack of evidence as to why! Whether you're a retiree or a young person in the workplace, there is a shift from traditional strategies in the current environment of rising health care costs and costs of living. That's where we come in.

Financial services that work for you.

Our firm seeks to provide the financial services and products such as life insurance, retirement income strategies, and estate planning to help you prepare for retirement.

VIEW OUR SERVICES

Meet with one of our seasoned financial professionals.

Call our office today to schedule a complimentary meeting!

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Catch Welcome Home Financial Partners in the news!

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Forbes

Retirement — Ready, Set, Whoa!

By Ralph Short

Read My Article on Forbes

Forbes

Retirement: What Do You Want Yours to Look Like?

By Tim Short

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Create your Retirement Roadmap today!

Are you ready to take the next step in your retirement journey? Fill out the form below for your complimentary Retirement Roadmap meeting!

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Main Office
222 North Arch Road
North Chesterfield, VA 23236

Richmond North
9671 Sliding Hill Road
Suite 203
Ashland, VA 23005

Richmond South
4001 West Hundred Road
Chester, VA 23831

Telephone: 804-897-4844
Toll Free: 888-757-7414
Fax: 804-897-5247

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Disclosure

All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Advisory services are offered by Welcome Home Wealth Advisors an Investment Advisor in the State of Virginia. The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted.

Welcome Home Financial Partners is not affiliated with, or endorsed by, the Social Security Administration or any other government agency. The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor, as tax laws are subject to interpretation and legislative change and unique to every specific taxpayer’s particular set of facts and circumstances.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer.

Better Business Bureau (BBB) ratings represent the BBB's opinion of how the business is likely to interact with its customers. The BBB rating is based on information BBB is able to obtain about the business, including complaints received from the public. BBB seeks and uses information directly from businesses and from public data sources. BBB ratings are not a guarantee of a business's reliability or performance. BBB recommends that consumers consider a business's BBB rating in addition to all other available information about the business. Welcome Home Financial Partners has been a paid member of the BBB since 2016, but did not pay for the accreditation of the BBB. Third-party rankings and recognitions from rating services and publications do not guarantee future investment success and should not be construed as a current or past endorsement or testimonial of Welcome Home Financial Partners by any of its clients or that a client or prospective client will experience a higher level of investment performance.

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