No one cares more about you and your money than Lifeguard Financial

June 2021
Newsletter

A Financial Wellness Plan Can Help Pave the Road to Retirement

If we've learned any lesson over the past year, it's that no matter how carefully we plan and prepare, we'll likely encounter unexpected hurdles. While a global pandemic has certainly underscored the need to pay close attention to our physical wellness, it has also revealed the need to shore up our financial wellness.

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Asset Protection: Make Sure Your Umbrella Is Big Enough

People make mistakes, no one is perfect, and bad things happen to good people. These plain and simple truisms relate to many of the liability risks involved in everyday life. If something unthinkable occurs and a person is injured on your property, or you or a family member cause a serious car accident, you could be held legally responsible.

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There is no clear-cut answer as to whether you should convert your IRA. We recognize the importance of this decision and have assembled a team of financial professionals to assist you in answering the key questions.

Our team will provide a custom analysis to determine if a Roth conversion is right for you. We will guide you through the process in the most effective manner possible to help ensure your financial security.

Please call and schedule a meeting to get your Roth IRA Conversion Analysis Report. In our meeting, we will discuss these important impending changes in order to gain the information and tools you need to make a timely, educated decision about the new Roth IRA conversion opportunities.
Please call 440-942-1936 today!

Investment advisory services are offered through Lifeguard Advisors LLC, a Registered Investment Advisor in the state of Ohio. Insurance products and services are offered through The Lifeguard Insurance Agency, Inc. dba Lifeguard Financial, an affiliated company.

Some of these materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Lifeguard Financial is not affiliated or endorsed by the Social Security Administration or any government agency.