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Financial Independence

Three factors affect your ability to achieve financial independence: time, money and returns. How much time do you have to save money and earn interest on investments? How much do you have to invest? What type of return are you hoping to achieve?

It is important that any plan provide funding for retirement and premature death. According to recent government statistics, incomes for people age 65 and older are as follows:

  • 62% have incomes under $30,000
  • 15% have incomes $30,000 to $45,000
  • 12% have incomes $45,000 to $75,000
  • 11% have incomes over $75,000


Most people are concerned about the prospects of financial independence. Over 70% believe they won’t have enough money at retirement. We can help by examining what you are doing and recommend what you need to do. Contact one of our advisors for a consultation.

Source: Social Security Administration, The Office of Policy, Income of the population 65 or older, 2004; Sept. 2006.