This Retirement Income and Investment Review (value $500) includes:

• Two meetings with a qualified financial planner


• Identification of your retirement objectives, priorities, risk tolerance and income needs


• Analysis of investments and personalized portfolio recommendations


• Access to your own account aggregation website, Personal Financial View, for one year

Do you:

• Need some reassurance that you're on the right track?


• Want to check your accounts and strategies for "red flags" and opportunities for improvement?


• Looking for ways to reduce taxes and potentially leave a legacy?

Get answers to these questions and more!

Karen Melo, CFP, ADPA specializes in retirement planning for business professionals and LGBT families.