Financial Directions

with Don Britton

and Briget Bautz

Income 4 Life

There are many obstacles facing today’s retirees and people preparing for retirement. Juggling worries and questions- will I receive Social Security benefits with the rise in the number of retired Baby Boomers? How can I afford to pay the costs of increasing medical expenses as well as rising healthcare costs? Will I run out of money in my retirement? These questions are all valid and may often raise significant concerns. As your financial team, Financial Directions is ready to answer these questions for you. Our goal is to help you protect your nest egg and increase your capital through our disciplined and conservative approach. Let us show you how you can potentially:

  • Increase retirement cash flow
  • Provide tax-free vehicles for retirement cash flow
  • Generate returns on currently-idle assets
  • Avoid Probate
  • Pass IRAs on to family members while maximizing the ability to defer taxes

Retirement is the time in our lives for each of us to set out on our dreams and make them come true. Financial Directions can help get you there!

Together, our staff will work with you to build a customized financial plan. We will review it on a quarterly basis and continue to look for growth opportunities to help ensure that your investments are working for your current needs.

Copyright © 2019 Don Britton | All Rights Reserved