Can you answer these basic retirement questions? Most people spend decades saving for retirement. Very few know whether they're actually ready for it. Ask yourself: • When can I realistically retire? • How much monthly income will I have? • Will my money last through retirement? • Am I taking advantage of tax-efficient strategies? • Would my family be financially secure if something happened to me? Most individuals or couples I speak to can't initially answer these basic questions. But by the end of the meeting they can answer them all. A retirement account is important. A retirement plan is what actually turns your savings into confidence. If you're between your 30s and 60s, now is the time to make sure you're on the right path. Austin Smith Financial Representative Modern Woodmen of America 📞 (317) 552-8919 📧 [email protected] 📅 Schedule a meeting: https://calendly.com/austin-j-smith-mwarep/90-minute-appointment

What if you could give your children a financial head start before they even leave high school? This week I met with a client to build a personalized financial plan for his family and his businesses. I started by asking, "What's the most important thing you want this plan to accomplish?" His answer was immediate. "Setting up my kids." Together, we mapped out a strategy designed to help each of his children have access to significant capital as they begin adulthood, while also teaching them about business, investing, and real estate along the way. The goal isn't simply to leave them money. It's to prepare them to use it wisely so they can build wealth instead of starting from scratch. Even better, the plan is designed with future generations in mind. By making smart decisions today, his children, grandchildren, and potentially generations beyond them, can benefit from the foundation he's building now. Wealth isn't built by accident. It's built through intentional planning and consistent action. If creating a legacy for your family is one of your priorities, I'd be happy to show you what that conversation looks like. Austin Smith Financial Representative Modern Woodmen of America 📞 (317) 552-8919 📧 [email protected] 📅 Schedule a meeting: https://calendly.com/austin-j-smith-mwarep/90-minute-appointment