Retirement Planning
Financial 21 offers the professional retirement planning services of Lance Pelky & Associates, Inc. Lance Pelky is a Registered Investment Advisor Affiliate with ING Financial Partners. He holds a NASD securities and a State of California Department of Insurance license.
Lance Pelky has provided financial and estate planning services to Financial 21 members for over 7 years. In order to help you understand your options in planning for retirement, a complimentary consultation is available to all Financial 21 members.
In addition, regularly scheduled seminars and work shops are available to address retirement issues such as:
- How much do you need in retirement
- When to sign up for Social Security benefits
- The chances of outliving your money
- How to avoid some taxes
- How to retire before 59 1/2 and avoid IRS penalties
- How to choose a financial advisor
There is no charge or obligation, just solid information that can help you choose the best financial road for retirement. You can schedule an appointment by calling (800) 746-1100 ext. 104.
