Jim's Silver Financial Plan

 
Jim's Silver Financial Plan helps you prepare, then manage your cash flow and budget beginning now and throughout your retirement years. Click here for a Sample Plan.

Jim's Silver Plan will answer your questions:

• How can I regain control of my budget and start 
   building assets for tomorrow?
• How can I manage my debt more effectively?
• How early can I retire?
• How much money do I need in retirement?
• How long is my money projected to last 
   in retirement?
• What changes can I make now to avoid problems
   later?
• How can I handle the "What if" scenarios of my life 
   events?
 

Jim's Silver Plan will project:

• Income and budgetary expenses, now through life 
   expectancy
• Social Security income, pension benefits, & 
   extraordinary income
• Asset allocations with customizable portfolios
• Inflation-adjusted needs during retirement
• Tuition and housing for most major colleges
• Saving levels needed to meet education expenses
• Flowcharts & calculations to quickly discuss estate 
   issues
• The impact of forming credit shelter & life insurance 
   trusts, as well as Long Term Care needs & costs
• The probability of your plan's success by 
   implementing 10,000 Monte Carlo simulations
 

Jim's Silver Plan will provide personalized "What if" Scenarios^TM to:

• Project & show wealth accumulation or retirement
   savings
• Measure & compare probabilities of suggested 
   plans
• See effects of specific recommendations
• Demonstrate your most successful retirement plan
 

To Get Started:

1. Save this Silver Planning Questionnaire to your 
    computer, or call Jim and he will send it to you
2. Fill out the Questionnaire
3. Send your completed form to Jim Stephan by mail or fax:

James E. Stephan
Financial Advisor
Securities America Advisors, Inc. Member FINRA, SIPC
Business Park West
3334 19th Street NW, Suite 201, Rochester, MN 55901
507-287-6160 or toll-free 1-888-287-6160 
fax: 888-800-9815
email: jim@jimstephan.com