“If you don’t know where you are going you might end up somewhere else.”  Yogi Berra

People who are on the right track for retirement are different.  According to a study by Lincoln Financial:

  • 71% have created a financial plan;
  • 98% are focused on the future; and,
  • 78% exercise regularly.

They also found that the use of workplace benefits has a strong impact, but those surveyed said that the information provided was confusing.  To read about the study, click here.

For more  about the 401 (k) Shield click here.

Or contact:
David M. Wheat, ChFC. AIF
Axiom Advisors, LLC.
[email protected]
800.769.1287 ext. 103

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Financial Planning Services offered through Axiom Advisors, LLC, a Registered Investment Advisor.  Axiom Advisors, LLC and Cambridge Investment Research, Inc. are not affiliated.